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
$2.38B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$5.7M
3
+$5.27M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
SLB icon
SLB Ltd
SLB
+$4.12M

Top Sells

1
+$8.27M
2
+$6.57M
3
+$3.47M
4
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.69M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.6M

Sector Composition

1 Technology 7.9%
2 Industrials 7.42%
3 Healthcare 5.92%
4 Financials 5.72%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$303K 0.01%
2,259
+103
377
$301K 0.01%
4,313
+244
378
$300K 0.01%
+22,362
379
$299K 0.01%
21,101
380
$298K 0.01%
14,518
-1,306
381
$294K 0.01%
+227
382
$293K 0.01%
1,609
+20
383
$290K 0.01%
2,470
384
$290K 0.01%
4,558
385
$290K 0.01%
3,539
+286
386
$287K 0.01%
5,845
387
$285K 0.01%
1,429
+26
388
$285K 0.01%
969
-1
389
$283K 0.01%
2,573
-666
390
$280K 0.01%
910
391
$280K 0.01%
3,500
392
$278K 0.01%
1,903
-84
393
$276K 0.01%
6,532
+1,141
394
$275K 0.01%
2,505
-9
395
$272K 0.01%
4,468
396
$270K 0.01%
+2,174
397
$268K 0.01%
+6,268
398
$264K 0.01%
1,335
-75
399
$261K 0.01%
1,991
+4
400
$261K 0.01%
20,072
14 15
16
17 18