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
426
$232K 0.01%
3,874
+216
427
$231K 0.01%
1,503
+150
428
$231K 0.01%
18,270
429
$231K 0.01%
7,020
430
$228K 0.01%
3,547
+341
431
$228K 0.01%
25,096
432
$228K 0.01%
12,200
433
$228K 0.01%
1,792
+1
434
$227K 0.01%
+1,267
435
$226K 0.01%
3,711
436
$226K 0.01%
+2,826
437
$224K 0.01%
6,641
438
$223K 0.01%
+12,784
439
$222K 0.01%
9,888
440
$221K 0.01%
+1,701
441
$220K 0.01%
3,843
+62
442
$218K 0.01%
3,988
+43
443
$217K 0.01%
17,000
444
$216K 0.01%
+1,525
445
$216K 0.01%
1,573
-152
446
$216K 0.01%
6,017
447
$215K 0.01%
20,900
-5,056
448
$214K 0.01%
1,240
449
$213K 0.01%
9,050
450
$212K 0.01%
11,974
16 17
18
19 20