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
$2.31B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$9.6M
3
+$9.57M
4
UBER icon
Uber
UBER
+$7.16M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$6.92M

Top Sells

1
+$15.1M
2
+$13.5M
3
+$13.3M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.97M

Sector Composition

1 Industrials 7.98%
2 Technology 7.69%
3 Financials 5.95%
4 Healthcare 5.24%
5 Consumer Discretionary 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$326K 0.01%
+2,166
352
$325K 0.01%
2,906
+172
353
$325K 0.01%
22,614
354
$324K 0.01%
17,824
+3,819
355
$322K 0.01%
10,520
356
$321K 0.01%
15,500
357
$320K 0.01%
2,505
358
$319K 0.01%
4,270
359
$319K 0.01%
+1,596
360
$317K 0.01%
1,751
+243
361
$311K 0.01%
+1,448
362
$310K 0.01%
+4,796
363
$303K 0.01%
7,746
+1,015
364
$303K 0.01%
4,563
365
$299K 0.01%
1,125
366
$298K 0.01%
15,131
+2,857
367
$297K 0.01%
1,410
-41
368
$296K 0.01%
1,757
+69
369
$293K 0.01%
9,900
+1,683
370
$293K 0.01%
+13,810
371
$292K 0.01%
9,085
372
$290K 0.01%
+5,675
373
$290K 0.01%
16,020
374
$289K 0.01%
4,276
-316
375
$289K 0.01%
3,810
+60
13 14
15
16 17