WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
This Quarter Return
+11.6%
1 Year Return
+21.11%
3 Year Return
+25.23%
5 Year Return
+75.06%
10 Year Return
+189.06%
AUM
$2.12B
AUM Growth
+$2.12B
Cap. Flow
+$104M
Cap. Flow %
4.89%
Top 10 Hldgs %
39.82%
Holding
454
New
64
Increased
168
Reduced
137
Closed
19
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BSCK
451
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
-17,896 Closed -$380K
UN
452
DELISTED
Unilever NV New York Registry Shares
UN
-4,289 Closed -$259K