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
$1.65B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,658
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$40.4M
3
+$33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$23.3M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$17.4M

Top Sells

1
+$9.65M
2
+$9.15M
3
+$8.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$7.41M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.92M

Sector Composition

1 Industrials 8.11%
2 Technology 5.44%
3 Financials 4.84%
4 Healthcare 3.61%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$91K 0.01%
+2,075
552
$91K 0.01%
+3,425
553
$91K 0.01%
+5,809
554
$91K 0.01%
1,432
+31
555
$90K 0.01%
+2,222
556
$90K 0.01%
+900
557
$88K 0.01%
+2,185
558
$88K 0.01%
+720
559
$88K 0.01%
+4,628
560
$88K 0.01%
+3,409
561
$88K 0.01%
+4,000
562
$87K 0.01%
+869
563
$87K 0.01%
+15,000
564
$86K 0.01%
+472
565
$86K 0.01%
+4,332
566
$86K 0.01%
+20,000
567
$86K 0.01%
+4,000
568
$85K 0.01%
+1,164
569
$84K 0.01%
+2,652
570
$84K 0.01%
+3,370
571
$83K 0.01%
+42
572
$83K 0.01%
+2,000
573
$82K 0.01%
+1,837
574
$82K 0.01%
+2,169
575
$82K 0.01%
+1,525
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