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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
$2.33B
AUM Growth
-$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$23M
3
+$12.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$10.9M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$10.7M

Top Sells

1
+$25.4M
2
+$21.1M
3
+$16.3M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$12.4M
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$11.6M

Sector Composition

1 Technology 8.2%
2 Industrials 6.96%
3 Healthcare 5.98%
4 Financials 5.47%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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