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

Top Buys

1
+$29.4M
2
+$16.8M
3
+$12.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$11.1M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$10.7M

Top Sells

1
+$28.8M
2
+$27.8M
3
+$21.2M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$16.3M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$13.9M

Sector Composition

1 Technology 8.05%
2 Industrials 7.73%
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
501
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-8,788
502
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503
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504
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-33,634
505
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506
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507
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-359
508
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509
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510
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511
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512
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513
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514
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515
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516
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517
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518
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0
519
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-698,347
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-8,499
521
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522
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524
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525
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-1,250
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