We are live on ! Find out more
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
$1.46B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$77.9M
2
+$50M
3
+$37.2M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$24.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$19M

Top Sells

1
+$46.8M
2
+$37.9M
3
+$17.4M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$17.2M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$16.3M

Sector Composition

1 Industrials 7.32%
2 Technology 4.73%
3 Financials 4.21%
4 Healthcare 3.74%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-1,625
527
– –
-200
528
– –
-41
529
– –
-65
530
– –
-125
531
– –
-400
532
– –
-59
533
– –
-114
534
– –
-64
535
– –
-1,137
536
– –
-50
537
– –
-123
538
– –
-86
539
– –
-496
540
– –
-2,075
541
– –
-2,222
542
– –
-60
543
– –
-89
544
– –
-713
545
– –
-262
546
– –
-34
547
– –
-487
548
– –
-100
549
– –
-1,250
550
– –
-170
20 21
22
23 24