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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
$2.38B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$5.74M
3
+$5.31M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.24M
5
SLB icon
SLB Ltd
SLB
+$4.8M

Top Sells

1
+$8.27M
2
+$7.68M
3
+$3.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.83M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.69M

Sector Composition

1 Technology 7.85%
2 Industrials 7.47%
3 Healthcare 5.92%
4 Financials 5.72%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$65K ﹤0.01%
1,061
477
$47K ﹤0.01%
17,750
478
$39K ﹤0.01%
8,749
479
$27K ﹤0.01%
17,500
480
– –
-43,238
481
– –
-5,121
482
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-23,540
483
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-12,290
484
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-5,150
485
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-1,656
486
– –
-5,000
487
– –
-3,950
488
– –
-3,894
489
– –
-1,360
490
– –
-2,910
491
– –
-2,008
492
– –
-8,235
493
– –
-11,353
494
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-942
495
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-529
496
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-1,250
497
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-591
498
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-4,589
499
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-449
500
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-26,786
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