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
701
$43K ﹤0.01%
+237
702
$43K ﹤0.01%
+385
703
$42K ﹤0.01%
+310
704
$42K ﹤0.01%
+525
705
$42K ﹤0.01%
+566
706
$42K ﹤0.01%
+123
707
$42K ﹤0.01%
+327
708
$42K ﹤0.01%
20,000
709
$41K ﹤0.01%
+467
710
$41K ﹤0.01%
+8,680
711
$41K ﹤0.01%
+1,086
712
$41K ﹤0.01%
+707
713
$41K ﹤0.01%
+747
714
$40K ﹤0.01%
+2,158
715
$40K ﹤0.01%
+472
716
$40K ﹤0.01%
+900
717
$39K ﹤0.01%
+936
718
$39K ﹤0.01%
+975
719
$39K ﹤0.01%
+990
720
$39K ﹤0.01%
+300
721
$39K ﹤0.01%
+282
722
$39K ﹤0.01%
+520
723
$38K ﹤0.01%
+1,100
724
$38K ﹤0.01%
+2,187
725
$38K ﹤0.01%
+107
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