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
426
$234K 0.01%
+3,650
427
$234K 0.01%
+5,397
428
$234K 0.01%
+1,295
429
$231K 0.01%
3,988
-222
430
$230K 0.01%
+10,539
431
$228K 0.01%
16,349
-361
432
$227K 0.01%
13,749
-1,251
433
$227K 0.01%
+11,034
434
$226K 0.01%
2,918
-333
435
$221K 0.01%
1,559
436
$221K 0.01%
1,092
-36
437
$219K 0.01%
2,572
+4
438
$217K 0.01%
808
+8
439
$216K 0.01%
3,781
440
$215K 0.01%
+3,723
441
$214K 0.01%
+1,512
442
$211K 0.01%
550
443
$210K 0.01%
+2,938
444
$208K 0.01%
+1,483
445
$206K 0.01%
3,279
+1
446
$204K 0.01%
+5,592
447
$203K 0.01%
5,215
448
$201K 0.01%
+2,910
449
$201K 0.01%
+11,365
450
$187K 0.01%
15,245
+545
16 17
18
19 20