WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.4M
3
+$9.51M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$7.44M
5
PRAA icon
PRA Group
PRAA
+$6.76M

Top Sells

1
+$16.8M
2
+$11.7M
3
+$10.2M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.75M
5
JXI icon
iShares Global Utilities ETF
JXI
+$5.34M

Sector Composition

1 Technology 7.64%
2 Industrials 7.19%
3 Healthcare 5.32%
4 Financials 5.02%
5 Consumer Staples 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$524K 0.03%
6,783
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227
$518K 0.03%
14,079
228
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229
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230
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231
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232
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237
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238
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240
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3,357
249
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250
$454K 0.03%
3,379
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11 12