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
276
$362K 0.02%
2,036
-25
277
$361K 0.02%
3,850
+929
278
$361K 0.02%
8,256
279
$361K 0.02%
12,010
280
$355K 0.02%
3,996
+403
281
$355K 0.02%
13,563
+3,726
282
$352K 0.02%
15,447
+2,919
283
$350K 0.02%
12,420
+78
284
$349K 0.02%
+3,892
285
$349K 0.02%
1,298
+38
286
$348K 0.02%
3,200
+158
287
$347K 0.02%
13,468
+3,575
288
$346K 0.02%
6,458
+1,189
289
$344K 0.02%
14,613
290
$342K 0.02%
3,123
-34
291
$342K 0.02%
5,393
+375
292
$341K 0.02%
10,930
+580
293
$339K 0.02%
+3,010
294
$337K 0.02%
4,309
295
$337K 0.02%
9,680
296
$336K 0.02%
2,560
-3
297
$329K 0.02%
4,729
298
$328K 0.02%
2,683
+260
299
$324K 0.02%
20,769
+1,616
300
$324K 0.02%
+13,478
10 11
12
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