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
$1.65B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,658
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$40.4M
3
+$33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$23.3M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$17.4M

Top Sells

1
+$9.65M
2
+$9.15M
3
+$8.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$7.41M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.92M

Sector Composition

1 Industrials 8.11%
2 Technology 5.44%
3 Financials 4.84%
4 Healthcare 3.61%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$128K 0.01%
5,075
-4,875
477
$127K 0.01%
+1,445
478
$127K 0.01%
+10,720
479
$127K 0.01%
+15,000
480
$127K 0.01%
1,672
-4,650
481
$126K 0.01%
+4,647
482
$125K 0.01%
+5,139
483
$124K 0.01%
+1,103
484
$123K 0.01%
+1,435
485
$123K 0.01%
+690
486
$122K 0.01%
+623
487
$121K 0.01%
+1,110
488
$120K 0.01%
+1,516
489
$120K 0.01%
+1,894
490
$120K 0.01%
+4,790
491
$119K 0.01%
+747
492
$118K 0.01%
+963
493
$118K 0.01%
+3,483
494
$118K 0.01%
+780
495
$118K 0.01%
+1,000
496
$117K 0.01%
+7,100
497
$116K 0.01%
+2,398
498
$116K 0.01%
+6,956
499
$116K 0.01%
+5,765
500
$114K 0.01%
+1,718
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