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WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
1-Year Est. Return 21.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$11.3M
3
+$11M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$6.87M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.84M

Top Sells

1
+$42.5M
2
+$11.3M
3
+$7.24M
4
IXN icon
iShares Global Tech ETF
IXN
+$6.11M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.81M

Sector Composition

1 Industrials 8.58%
2 Financials 5.47%
3 Technology 5.26%
4 Healthcare 3.89%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$127K 0.01%
2,000
327
$91K 0.01%
35,000
328
$77K 0.01%
1,400
329
$63K 0.01%
3,433
330
– –
-4,330
331
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-1,475
332
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-9,490
333
– –
-280,170
334
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-8,600
335
– –
-7,715
336
– –
-2,479
337
– –
-13,223
338
– –
-3,978
339
– –
-16,765
340
– –
-2,245
341
– –
-16,380
342
– –
-33,003
343
– –
-7,095
344
– –
-3,000
345
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-1,963
346
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347
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348
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-12,361
349
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-22,289
350
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-4,833
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