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
301
$316K 0.02%
2,272
+639
302
$314K 0.02%
1,056
303
$314K 0.02%
3,554
304
$312K 0.02%
2,864
305
$312K 0.02%
2,108
-130
306
$312K 0.02%
1,592
-286
307
$311K 0.02%
19,376
-10,424
308
$310K 0.02%
4,919
-628
309
$310K 0.02%
3,816
+15
310
$308K 0.02%
5,576
311
$307K 0.02%
+12,370
312
$307K 0.02%
+3,416
313
$307K 0.02%
3,291
-320
314
$305K 0.02%
5,456
+1,032
315
$304K 0.02%
8,597
316
$303K 0.02%
1,430
-14
317
$299K 0.02%
4,086
318
$299K 0.02%
2,722
-200
319
$297K 0.02%
4,806
320
$295K 0.02%
+11,463
321
$291K 0.02%
6,331
322
$286K 0.02%
7,285
323
$282K 0.02%
14,901
+867
324
$281K 0.02%
797
325
$279K 0.02%
8,910
11 12
13
14 15