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
401
$261K 0.01%
4,085
+632
402
$261K 0.01%
2,750
+1
403
$261K 0.01%
874
404
$261K 0.01%
+10,000
405
$259K 0.01%
1,141
+52
406
$255K 0.01%
+10,000
407
$254K 0.01%
1,696
-435
408
$253K 0.01%
9,888
409
$253K 0.01%
15,348
+638
410
$247K 0.01%
1,136
-203
411
$247K 0.01%
4,431
-668
412
$246K 0.01%
+3,011
413
$246K 0.01%
17,000
-7,000
414
$245K 0.01%
2,902
415
$245K 0.01%
+4,019
416
$244K 0.01%
2,000
417
$240K 0.01%
11,700
418
$239K 0.01%
8,905
+248
419
$238K 0.01%
+6,400
420
$237K 0.01%
1,338
421
$236K 0.01%
1,145
-287
422
$236K 0.01%
+2,625
423
$236K 0.01%
4,309
-34
424
$236K 0.01%
694
-189
425
$235K 0.01%
+2,545
15 16
17
18 19