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
$1.14B
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$11.3M
3
+$11.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.12M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$5.51M

Top Sells

1
+$91.5M
2
+$22.6M
3
+$15M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$10.4M
5
RSPN icon
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
+$8.55M

Sector Composition

1 Industrials 8.86%
2 Financials 5.71%
3 Technology 4.99%
4 Consumer Staples 4.04%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$269K 0.02%
+14,675
252
$267K 0.02%
5,816
253
$264K 0.02%
10,458
-4,110
254
$264K 0.02%
+63,500
255
$264K 0.02%
+4,858
256
$263K 0.02%
2,620
-133
257
$263K 0.02%
4,833
-397
258
$261K 0.02%
5,220
+590
259
$260K 0.02%
+11,131
260
$259K 0.02%
3,319
-160
261
$259K 0.02%
1,067
-588
262
$257K 0.02%
6,886
263
$256K 0.02%
4,621
-25
264
$253K 0.02%
19,000
265
$253K 0.02%
6,494
266
$249K 0.02%
5,091
-1,119
267
$248K 0.02%
7,090
268
$247K 0.02%
1,366
269
$246K 0.02%
3,473
-300
270
$245K 0.02%
1,708
271
$243K 0.02%
6,100
-310
272
$241K 0.02%
8,620
273
$238K 0.02%
+3,978
274
$236K 0.02%
6,780
275
$235K 0.02%
8,265
-185
9 10
11
12 13