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
426
$248K 0.01%
8,606
-3,569
427
$243K 0.01%
3,835
+198
428
$242K 0.01%
+3,580
429
$242K 0.01%
+5,000
430
$240K 0.01%
12,796
-9,818
431
$240K 0.01%
2,887
-319
432
$238K 0.01%
3,672
-734
433
$238K 0.01%
1,000
434
$236K 0.01%
+1,491
435
$236K 0.01%
+3,540
436
$235K 0.01%
11,600
437
$235K 0.01%
1,354
-188
438
$235K 0.01%
4,011
-171,689
439
$234K 0.01%
8,848
440
$234K 0.01%
11,000
441
$233K 0.01%
+11,763
442
$232K 0.01%
14,606
+822
443
$231K 0.01%
1,726
444
$230K 0.01%
45,710
445
$229K 0.01%
895
-64
446
$229K 0.01%
14,000
447
$229K 0.01%
+5,085
448
$228K 0.01%
3,781
449
$228K 0.01%
+10,147
450
$227K 0.01%
1,372
-100
16 17
18
19 20