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
351
$249K 0.02%
+9,477
352
$248K 0.02%
7,066
+339
353
$246K 0.02%
9,545
-8,034
354
$245K 0.02%
8,110
-70
355
$245K 0.02%
+125
356
$245K 0.02%
+7,645
357
$245K 0.02%
20,700
-2,724
358
$245K 0.02%
2,384
+47
359
$244K 0.02%
1,293
+120
360
$244K 0.02%
4,152
-191
361
$243K 0.02%
+1,524
362
$242K 0.02%
1,817
363
$240K 0.02%
1,928
+36
364
$239K 0.02%
4,037
365
$237K 0.02%
4,524
366
$236K 0.01%
2,092
-965
367
$235K 0.01%
1,690
-157
368
$233K 0.01%
8,321
-226
369
$233K 0.01%
1,124
+3
370
$233K 0.01%
+8,300
371
$228K 0.01%
12,462
-1,899
372
$227K 0.01%
1,147
+15
373
$227K 0.01%
+5,684
374
$224K 0.01%
7,466
+38
375
$224K 0.01%
20,400
13 14
15
16 17