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
$1.35B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$20.6M
3
+$11.2M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.62M

Top Sells

1
+$25.4M
2
+$24.1M
3
+$11.1M
4
IFLN
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
+$9.28M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$9.27M

Sector Composition

1 Industrials 7.64%
2 Technology 6.98%
3 Healthcare 5.42%
4 Financials 4.49%
5 Consumer Staples 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
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