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WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
1-Year Est. Return 21.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.87B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$17M
3
+$13.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.2M
5
ATVI
Activision Blizzard
ATVI
+$10M

Top Sells

1
+$10.3M
2
+$6.75M
3
+$5.83M
4
PARA
Paramount Global Class B
PARA
+$5.8M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$5.45M

Sector Composition

1 Technology 9.03%
2 Industrials 7.03%
3 Financials 6.07%
4 Healthcare 5.25%
5 Consumer Discretionary 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$217K 0.01%
+1,290
477
$216K 0.01%
3,540
478
$216K 0.01%
+871
479
$214K 0.01%
8,788
480
$214K 0.01%
2,830
-66,767
481
$214K 0.01%
18,800
482
$212K 0.01%
+1,230
483
$211K 0.01%
+5,689
484
$209K 0.01%
+1,656
485
$209K 0.01%
1,120
486
$209K 0.01%
5,749
+1,605
487
$205K 0.01%
+1,782
488
$205K 0.01%
+8,000
489
$204K 0.01%
+3,830
490
$203K 0.01%
518
-4
491
$203K 0.01%
+3,381
492
$202K 0.01%
3,950
+700
493
$202K 0.01%
5,175
+117
494
$202K 0.01%
2,784
-232
495
$201K 0.01%
1,250
496
$186K 0.01%
18,270
497
$161K 0.01%
1,360
498
$159K 0.01%
15,500
499
$158K 0.01%
13,586
-9,232
500
$157K 0.01%
10,000
18 19
20
21 22