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
$2.33B
AUM Growth
-$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$21.9M
3
+$12.4M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$10.4M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$10.2M

Top Sells

1
+$25M
2
+$20.8M
3
+$16.2M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$12M
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$10.7M

Sector Composition

1 Technology 8.2%
2 Industrials 6.96%
3 Healthcare 5.98%
4 Financials 5.47%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$328K 0.01%
27,633
+7
352
$324K 0.01%
9,038
353
$321K 0.01%
11,253
-237
354
$318K 0.01%
8,500
-537
355
$318K 0.01%
2,875
-27
356
$313K 0.01%
2,864
357
$311K 0.01%
27,735
-1,657
358
$307K 0.01%
1,429
359
$304K 0.01%
6,040
360
$302K 0.01%
1,761
+11
361
$301K 0.01%
2,468
-27
362
$299K 0.01%
11,256
-3,116
363
$299K 0.01%
6,091
-188
364
$298K 0.01%
986
365
$296K 0.01%
11,732
-377,826
366
$292K 0.01%
4,563
-66
367
$290K 0.01%
1,010
+100
368
$290K 0.01%
3,500
369
$290K 0.01%
1,608
-1
370
$290K 0.01%
+2,923
371
$288K 0.01%
4,558
372
$288K 0.01%
2,259
373
$288K 0.01%
6,800
-2,800
374
$287K 0.01%
14,518
375
$286K 0.01%
4,000
13 14
15
16 17