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
$2.5B
AUM Growth
-$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$15.5M
3
+$11.7M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.4M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$10.2M

Top Sells

1
+$28.8M
2
+$27.8M
3
+$19.2M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$15.7M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$13.9M

Sector Composition

1 Technology 8.1%
2 Industrials 7.67%
3 Financials 5.93%
4 Healthcare 5.5%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$260K 0.01%
14,000
427
$259K 0.01%
1,410
-519
428
$258K 0.01%
1,791
-817
429
$257K 0.01%
1,725
+29
430
$254K 0.01%
8,235
-850
431
$252K 0.01%
3,745
-168
432
$252K 0.01%
1,576
433
$250K 0.01%
3,711
-2
434
$247K 0.01%
31,300
+4,800
435
$246K 0.01%
1,145
+25
436
$245K 0.01%
11,000
437
$244K 0.01%
3,894
-250
438
$244K 0.01%
1,603
+313
439
$243K 0.01%
2,722
440
$238K 0.01%
47,794
441
$238K 0.01%
6,017
442
$236K 0.01%
5,391
+216
443
$236K 0.01%
+580
444
$235K 0.01%
+3,658
445
$235K 0.01%
4,468
+1,638
446
$235K 0.01%
7,020
-460
447
$234K 0.01%
+9,050
448
$234K 0.01%
8,848
449
$233K 0.01%
3,945
-20
450
$233K 0.01%
3,950
16 17
18
19 20