WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
1-Year Est. Return 21.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$9.26M
3
+$5.58M
4
LRFC
Logan Ridge Finance Corp
LRFC
+$5.14M
5
IXN icon
iShares Global Tech ETF
IXN
+$5.01M

Top Sells

1
+$22.3M
2
+$11.1M
3
+$5.4M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$4.55M
5
MIC
Macquarie Infrastructure Holdings, LLC
MIC
+$3.65M

Sector Composition

1 Industrials 7.92%
2 Financials 5.17%
3 Technology 4.73%
4 Consumer Staples 3.76%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
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