We are live on ! Find out more
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
$3.03B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.59%
2 Industrials 5.96%
3 Healthcare 4.97%
4 Financials 4.06%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-7,045
527
-92,637
528
-5,085
529
-369
530
-84,643
531
-2,887
532
-3,994
533
-5,801
534
-66,543
535
-6,999
536
-5,663
537
-51,306