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
376
$288K 0.01%
+2,036
377
$288K 0.01%
14,714
+2,195
378
$287K 0.01%
9,194
+311
379
$287K 0.01%
20,072
380
$283K 0.01%
9,726
381
$280K 0.01%
+11,000
382
$280K 0.01%
589
+34
383
$280K 0.01%
7,279
384
$278K 0.01%
6,508
-10,332
385
$277K 0.01%
6,000
386
$277K 0.01%
5,849
387
$276K 0.01%
18,400
-2,000
388
$274K 0.01%
21,250
389
$272K 0.01%
+6,641
390
$272K 0.01%
1,580
+37
391
$272K 0.01%
3,805
+239
392
$271K 0.01%
+6,668
393
$268K 0.01%
2,200
-83
394
$267K 0.01%
3,942
395
$266K 0.01%
+3,253
396
$266K 0.01%
28,307
397
$265K 0.01%
1,805
-1,105
398
$264K 0.01%
2,970
+600
399
$264K 0.01%
4,678
400
$261K 0.01%
423
+55
14 15
16
17 18