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
376
$335K 0.01%
1,725
-36
377
$335K 0.01%
10,992
-264
378
$326K 0.01%
2,414
-54
379
$323K 0.01%
14,518
380
$323K 0.01%
27,743
+8
381
$322K 0.01%
4,000
382
$322K 0.01%
9,038
383
$322K 0.01%
9,700
384
$320K 0.01%
965
-45
385
$313K 0.01%
3,681
386
$306K 0.01%
7,019
-7,611
387
$305K 0.01%
6,196
388
$305K 0.01%
4,046
-761
389
$304K 0.01%
16,000
-5,950
390
$303K 0.01%
19,890
-1,520
391
$303K 0.01%
2,902
+346
392
$299K 0.01%
7,627
-1,648
393
$298K 0.01%
1,704
+6
394
$298K 0.01%
21,101
395
$296K 0.01%
43,900
-6,000
396
$295K 0.01%
11,600
397
$291K 0.01%
+5,718
398
$278K 0.01%
3,581
-2,471
399
$277K 0.01%
3,958
-605
400
$277K 0.01%
1,510
-66
14 15
16
17 18