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
401
$260K 0.01%
1,672
-24
402
$259K 0.01%
3,750
403
$257K 0.01%
2,554
404
$257K 0.01%
1,178
+33
405
$256K 0.01%
11,600
406
$255K 0.01%
10,850
407
$254K 0.01%
4,565
+130
408
$254K 0.01%
5,848
409
$253K 0.01%
3,595
+200
410
$250K 0.01%
3,263
+1,010
411
$249K 0.01%
14,000
412
$246K 0.01%
11,500
+800
413
$246K 0.01%
27,850
+6,600
414
$245K 0.01%
1,722
+21
415
$244K 0.01%
11,000
416
$244K 0.01%
+3,282
417
$243K 0.01%
3,683
-62
418
$243K 0.01%
892
+18
419
$241K 0.01%
+5,749
420
$240K 0.01%
3,681
421
$239K 0.01%
+8,284
422
$239K 0.01%
732
+180
423
$238K 0.01%
1,576
424
$236K 0.01%
10,502
+458
425
$235K 0.01%
+7,900
15 16
17
18 19