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
376
$223K 0.01%
+1,426
377
$222K 0.01%
6,886
378
$222K 0.01%
1,863
-240
379
$222K 0.01%
2,599
-11
380
$221K 0.01%
+5,376
381
$221K 0.01%
4,500
+300
382
$221K 0.01%
8,029
+359
383
$218K 0.01%
+2,952
384
$217K 0.01%
4,216
-290
385
$217K 0.01%
+12,400
386
$215K 0.01%
1,114
-3,950
387
$215K 0.01%
4,433
-106
388
$213K 0.01%
3,542
-15
389
$212K 0.01%
+3,750
390
$209K 0.01%
13,660
+1,056
391
$209K 0.01%
17,665
-1,865
392
$208K 0.01%
5,695
393
$206K 0.01%
3,798
394
$206K 0.01%
1,769
-200
395
$205K 0.01%
+1,458
396
$205K 0.01%
1,126
-29,918
397
$203K 0.01%
4,560
-42
398
$200K 0.01%
+2,694
399
$198K 0.01%
12,000
400
$192K 0.01%
14,399
-20,124
14 15
16
17 18