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
451
$226K 0.01%
+3,956
452
$226K 0.01%
4,129
-63,677
453
$226K 0.01%
+4,501
454
$222K 0.01%
6,017
455
$222K 0.01%
1,342
-184
456
$222K 0.01%
1,355
-564
457
$222K 0.01%
+501
458
$221K 0.01%
3,253
-750
459
$220K 0.01%
+9,888
460
$219K 0.01%
+6,901
461
$216K 0.01%
1,487
462
$216K 0.01%
2,959
463
$216K 0.01%
3,674
-121
464
$215K 0.01%
+2,387
465
$213K 0.01%
5,144
-1,478
466
$211K 0.01%
4,511
+25
467
$209K 0.01%
+6,031
468
$209K 0.01%
10,841
+8
469
$209K 0.01%
4,749
-974
470
$206K 0.01%
+1,551
471
$204K 0.01%
+2,313
472
$203K 0.01%
+5,663
473
$202K 0.01%
+917
474
$200K 0.01%
+2,910
475
$200K 0.01%
+8,000
17 18
19
20 21