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 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
676
$48K ﹤0.01%
+1,361
677
$48K ﹤0.01%
+7,800
678
$48K ﹤0.01%
+750
679
$48K ﹤0.01%
+350
680
$48K ﹤0.01%
+1,675
681
$48K ﹤0.01%
+277
682
$47K ﹤0.01%
+375
683
$47K ﹤0.01%
+5,000
684
$46K ﹤0.01%
+601
685
$46K ﹤0.01%
+185
686
$46K ﹤0.01%
+1,280
687
$45K ﹤0.01%
+1,657
688
$45K ﹤0.01%
+1,124
689
$45K ﹤0.01%
+730
690
$45K ﹤0.01%
+940
691
$45K ﹤0.01%
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$45K ﹤0.01%
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693
$45K ﹤0.01%
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694
$45K ﹤0.01%
+885
695
$45K ﹤0.01%
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696
$44K ﹤0.01%
+476
697
$44K ﹤0.01%
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698
$44K ﹤0.01%
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699
$43K ﹤0.01%
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700
$43K ﹤0.01%
+350