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
$918M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$15.7M
3
+$10.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.7M
5
DIG icon
ProShares Ultra Energy
DIG
+$2.32M

Top Sells

1
+$78M
2
+$17M
3
+$6.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.54M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.44M

Sector Composition

1 Industrials 9.03%
2 Technology 4.77%
3 Consumer Staples 4.46%
4 Energy 4.32%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$220K 0.02%
8,556
-16
252
$219K 0.02%
5,270
-345
253
$218K 0.02%
+20,000
254
$213K 0.02%
10,233
-31
255
$212K 0.02%
+4,780
256
$211K 0.02%
11,469
257
$209K 0.02%
2,579
-256
258
$208K 0.02%
2,817
+4
259
$207K 0.02%
2,274
+65
260
$206K 0.02%
2,354
-81
261
$205K 0.02%
+2,886
262
$205K 0.02%
8,843
263
$204K 0.02%
2,303
264
$202K 0.02%
1,500
-40
265
$177K 0.02%
20,000
266
$165K 0.02%
+14,000
267
$164K 0.02%
+10,156
268
$148K 0.02%
10,019
-765
269
$140K 0.02%
+11,538
270
$108K 0.01%
30,000
271
$103K 0.01%
10,000
272
$98K 0.01%
4,000
-392
273
$94K 0.01%
+13,000
274
$54K 0.01%
30,000
275
$35K ﹤0.01%
1,000
-100
8 9 10
11
12