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
$2.12B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$18.9M
3
+$16.4M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$14.1M
5
VTV icon
Vanguard Value ETF
VTV
+$13M

Top Sells

1
+$23.2M
2
+$13.8M
3
+$12.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.9M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$5.49M

Sector Composition

1 Technology 7.91%
2 Industrials 7.49%
3 Financials 5.6%
4 Healthcare 5.12%
5 Consumer Staples 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-17,896
452
– –
-4,289
15 16 17 18
19