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
376
$241K 0.01%
2,749
-200
377
$241K 0.01%
+2,850
378
$237K 0.01%
1,128
-221
379
$237K 0.01%
14,005
380
$235K 0.01%
+8,217
381
$235K 0.01%
5,215
382
$234K 0.01%
+9,726
383
$233K 0.01%
+555
384
$232K 0.01%
+7,179
385
$231K 0.01%
+3,251
386
$227K 0.01%
2,568
-140
387
$226K 0.01%
+5,088
388
$226K 0.01%
9,888
-17,716
389
$223K 0.01%
2,370
390
$222K 0.01%
+2,382
391
$222K 0.01%
+4,210
392
$221K 0.01%
21,250
+4,600
393
$220K 0.01%
+99
394
$220K 0.01%
+3,453
395
$220K 0.01%
+1,338
396
$218K 0.01%
+3,290
397
$218K 0.01%
+6,090
398
$215K 0.01%
+6,000
399
$214K 0.01%
+2,256
400
$212K 0.01%
+1,559
14 15
16
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