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
$2.64B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$26.1M
3
+$15.9M
4
DLTR icon
Dollar Tree
DLTR
+$13.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$7.15M

Top Sells

1
+$10M
2
+$9.47M
3
+$7.37M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$7.23M
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$4.94M

Sector Composition

1 Technology 7.98%
2 Industrials 7.64%
3 Healthcare 6.08%
4 Financials 5.62%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$382K 0.01%
3,673
+132
352
$379K 0.01%
6,633
-1,128
353
$379K 0.01%
6,235
354
$375K 0.01%
2,722
355
$372K 0.01%
4,558
356
$370K 0.01%
1,437
+8
357
$370K 0.01%
14,597
+2,865
358
$369K 0.01%
4,761
-4,583
359
$368K 0.01%
6,135
+58
360
$368K 0.01%
976
-10
361
$368K 0.01%
10,431
-70
362
$364K 0.01%
2,893
+18
363
$362K 0.01%
+12,628
364
$362K 0.01%
6,960
-4,299
365
$361K 0.01%
6,226
-1,590
366
$355K 0.01%
6,091
367
$354K 0.01%
2,806
-208
368
$351K 0.01%
6,040
369
$350K 0.01%
2,505
370
$349K 0.01%
5,732
-106
371
$349K 0.01%
11,253
372
$344K 0.01%
+4,001
373
$344K 0.01%
10,446
+1,015
374
$343K 0.01%
2,951
+28
375
$335K 0.01%
+2,545
13 14
15
16 17