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
$2.12B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$19.7M
3
+$16.7M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$15M
5
VTV icon
Vanguard Value ETF
VTV
+$13.7M

Top Sells

1
+$23.3M
2
+$13.8M
3
+$12.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.9M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$5.88M

Sector Composition

1 Technology 7.95%
2 Industrials 7.45%
3 Financials 5.6%
4 Healthcare 5.12%
5 Consumer Staples 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$278K 0.01%
1,064
-64
352
$277K 0.01%
2,131
-703
353
$271K 0.01%
+14,710
354
$269K 0.01%
5,849
+1
355
$268K 0.01%
+8,883
356
$267K 0.01%
2,283
-89
357
$266K 0.01%
9,085
358
$266K 0.01%
757
-355
359
$264K 0.01%
803
-21
360
$260K 0.01%
3,750
361
$257K 0.01%
2,210
-1,363
362
$256K 0.01%
+8,000
363
$255K 0.01%
+2,902
364
$255K 0.01%
15,000
-1,234
365
$255K 0.01%
15,500
366
$254K 0.01%
874
367
$254K 0.01%
28,307
368
$253K 0.01%
1,089
-1,284
369
$252K 0.01%
4,592
-1,478
370
$252K 0.01%
+800
371
$250K 0.01%
1,688
372
$246K 0.01%
1,543
-59
373
$244K 0.01%
1,432
+2
374
$244K 0.01%
12,149
-399
375
$243K 0.01%
368
13 14
15
16 17