WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.28M
3
+$7.32M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$6.95M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.79M

Top Sells

1
+$18.2M
2
+$10M
3
+$8.77M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$7.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$5.45M

Sector Composition

1 Industrials 8.23%
2 Technology 5.78%
3 Financials 4.46%
4 Healthcare 3.71%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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