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
$1.58B
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.28M
3
+$7.32M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$6.95M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.79M

Top Sells

1
+$18.2M
2
+$10M
3
+$8.77M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$7.13M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$5.45M

Sector Composition

1 Industrials 8.23%
2 Technology 5.78%
3 Financials 4.46%
4 Healthcare 3.71%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$420K 0.03%
15,692
252
$419K 0.03%
4,111
-1
253
$414K 0.03%
7,107
+2,405
254
$414K 0.03%
4,380
255
$407K 0.03%
2,558
256
$407K 0.03%
15,160
257
$406K 0.03%
7,349
-335
258
$405K 0.03%
6,058
-843
259
$404K 0.03%
20,292
+4,232
260
$401K 0.03%
14,475
-5,000
261
$397K 0.03%
10,498
+229
262
$397K 0.03%
5,704
263
$396K 0.03%
3,871
-274
264
$396K 0.03%
2,744
265
$394K 0.02%
+8,868
266
$392K 0.02%
18,589
-3,258
267
$389K 0.02%
4,457
268
$387K 0.02%
19,682
+2,444
269
$381K 0.02%
13,810
+6,170
270
$381K 0.02%
10,616
-1,808
271
$380K 0.02%
3,665
+190
272
$380K 0.02%
1,961
-17
273
$379K 0.02%
2,183
274
$379K 0.02%
14,110
-120,364
275
$372K 0.02%
14,582
+3,614
9 10
11
12 13