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
$2.5B
AUM Growth
-$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$15.5M
3
+$11.7M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.4M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$10.2M

Top Sells

1
+$28.8M
2
+$27.8M
3
+$19.2M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$15.7M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$13.9M

Sector Composition

1 Technology 8.1%
2 Industrials 7.67%
3 Financials 5.93%
4 Healthcare 5.5%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$207K 0.01%
+1,358
477
$206K 0.01%
2,008
-1,692
478
$206K 0.01%
552
479
$205K 0.01%
2,253
-227
480
$204K 0.01%
+5,000
481
$204K 0.01%
942
482
$204K 0.01%
4,589
+169
483
$201K 0.01%
1,338
484
$201K 0.01%
8,000
485
$196K 0.01%
20,200
+4,700
486
$181K 0.01%
+6,796
487
$174K 0.01%
+18,700
488
$128K 0.01%
+10,000
489
$126K 0.01%
1,360
490
$126K 0.01%
10,000
491
$119K ﹤0.01%
+2,371
492
$117K ﹤0.01%
12,600
493
$85K ﹤0.01%
+17,750
494
$82K ﹤0.01%
14,295
+709
495
$82K ﹤0.01%
+10,650
496
$66K ﹤0.01%
8,749
497
$65K ﹤0.01%
12,000
498
$65K ﹤0.01%
+1,061
499
$44K ﹤0.01%
10,000
500
$35K ﹤0.01%
+17,500
18 19
20
21 22