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
326
$278K 0.02%
3,027
327
$278K 0.02%
15,964
+1,844
328
$277K 0.02%
18,805
-16
329
$275K 0.02%
5,633
-1,914
330
$275K 0.02%
+4,224
331
$275K 0.02%
2,747
-10
332
$273K 0.02%
10,664
-257
333
$273K 0.02%
4,556
334
$273K 0.02%
7,503
+1,378
335
$271K 0.02%
3,700
336
$267K 0.02%
6,000
337
$266K 0.02%
5,339
-777
338
$266K 0.02%
7,773
-223
339
$265K 0.02%
3,035
-93
340
$265K 0.02%
5,487
-571
341
$264K 0.02%
4,076
342
$260K 0.02%
5,686
343
$259K 0.02%
8,134
-926
344
$256K 0.02%
+5,373
345
$255K 0.02%
2,713
-975
346
$254K 0.02%
570
-25
347
$254K 0.02%
2,340
+167
348
$254K 0.02%
9,490
+3,370
349
$251K 0.02%
3,091
-2,467
350
$250K 0.02%
1,205
+4
12 13
14
15 16