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
401
$212K 0.01%
5,863
-12,704
402
$211K 0.01%
+4,440
403
$209K 0.01%
+550
404
$208K 0.01%
599
-15
405
$208K 0.01%
+5,689
406
$207K 0.01%
+2,695
407
$207K 0.01%
+4,411
408
$206K 0.01%
1,458
-62
409
$205K 0.01%
+4,678
410
$204K 0.01%
+3,781
411
$203K 0.01%
+8,657
412
$203K 0.01%
+4,343
413
$203K 0.01%
+6,731
414
$202K 0.01%
+3,278
415
$202K 0.01%
3,566
-2,614
416
$195K 0.01%
11,700
417
$179K 0.01%
12,274
+48
418
$155K 0.01%
1,002
419
$151K 0.01%
10,600
420
$139K 0.01%
1,300
421
$130K 0.01%
10,000
422
$129K 0.01%
14,700
+1,000
423
$118K 0.01%
+16,814
424
$114K 0.01%
+1,139
425
$96K ﹤0.01%
+6,558
15 16
17
18 19