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
$1.26B
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$9.57M
3
+$8.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.05M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.04M

Top Sells

1
+$43.2M
2
+$7.16M
3
+$6.95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.22M
5
JXI icon
iShares Global Utilities ETF
JXI
+$3.53M

Sector Composition

1 Industrials 8.9%
2 Financials 5.8%
3 Technology 5.53%
4 Consumer Staples 3.9%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$319K 0.03%
2,794
-170
252
$319K 0.03%
2,328
+5
253
$318K 0.03%
11,579
+349
254
$315K 0.02%
3,791
255
$314K 0.02%
4,309
-482
256
$313K 0.02%
+7,550
257
$311K 0.02%
4,256
+14
258
$310K 0.02%
6,886
259
$309K 0.02%
5,218
-567
260
$309K 0.02%
6,184
-175
261
$309K 0.02%
3,781
-20
262
$308K 0.02%
1,620
-37
263
$305K 0.02%
3,558
-339
264
$300K 0.02%
8,256
265
$298K 0.02%
2,107
266
$293K 0.02%
1,758
267
$292K 0.02%
1,517
268
$291K 0.02%
5,960
-120
269
$287K 0.02%
12,170
+1,290
270
$286K 0.02%
3,110
-100
271
$283K 0.02%
5,360
272
$280K 0.02%
7,150
+299
273
$279K 0.02%
5,801
-15
274
$270K 0.02%
4,046
-109
275
$269K 0.02%
6,533
+281
9 10
11
12 13