WSTAM
Wilbanks Smith & Thomas Asset Management Portfolio holdings
AUM
$3.57B
1-Year Return
21.11%
This Quarter Return
+0.41%
1 Year Return
+21.11%
3 Year Return
+25.23%
5 Year Return
+75.06%
10 Year Return
+189.06%
AUM
$652M
AUM Growth
–
Cap. Flow
+$652M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.02%
Holding
262
New
262
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$51M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
$40.6M |
| 3 |
Norfolk Southern
NSC
|
$39.1M |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$34.3M |
| 5 |
Invesco S&P 500 Equal Weight Financials ETF
RSPF
|
$27.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 9.46% |
| 2 | Consumer Staples | 5.84% |
| 3 | Energy | 5.44% |
| 4 | Healthcare | 4.67% |
| 5 | Technology | 4.15% |
