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
$1.55B
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$20.7M
3
+$16.5M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$16.1M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$13.8M

Top Sells

1
+$23.7M
2
+$22.1M
3
+$19.1M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$11.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$10.2M

Sector Composition

1 Industrials 8.82%
2 Technology 5.66%
3 Financials 4.78%
4 Healthcare 3.89%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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