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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
$1.24B
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 8.46%
2 Technology 5.84%
3 Financials 5.46%
4 Healthcare 3.76%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-7,645
352
-9,270
353
-35,999
354
-7,690
355
-257,996
356
-11,967
357
-8,153
358
-3,400
359
-42,910
360
-2,011
361
-15,425
362
-3,119
363
-12,153
364
-10,000