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
401
$276K 0.01%
2,699
402
$276K 0.01%
3,695
403
$276K 0.01%
1,195
+9
404
$273K 0.01%
6,934
+666
405
$272K 0.01%
+4,782
406
$268K 0.01%
2,622
+152
407
$267K 0.01%
+712
408
$265K 0.01%
+2,846
409
$264K 0.01%
+1,090
410
$263K 0.01%
20,072
411
$261K 0.01%
3,500
412
$261K 0.01%
+3,694
413
$259K 0.01%
+21,200
414
$257K 0.01%
1,991
415
$256K 0.01%
1,890
+9
416
$256K 0.01%
+3,812
417
$255K 0.01%
+3,417
418
$254K 0.01%
+6,300
419
$253K 0.01%
8,335
+33
420
$253K 0.01%
+750
421
$253K 0.01%
+3,684
422
$252K 0.01%
5,488
-360
423
$249K 0.01%
2,364
-99
424
$249K 0.01%
892
425
$248K 0.01%
4,157
+217
15 16
17
18 19