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
$2.31B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$9.6M
3
+$9.57M
4
UBER icon
Uber
UBER
+$7.16M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$6.92M

Top Sells

1
+$15.1M
2
+$13.5M
3
+$13.3M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.97M

Sector Composition

1 Industrials 7.98%
2 Technology 7.69%
3 Financials 5.95%
4 Healthcare 5.24%
5 Consumer Discretionary 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-1,862
502
– –
-99,372
503
– –
-35,700
504
– –
-12,855
17 18 19 20
21