WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
AUM
$3.57B
AUM Growth
+$302M
Cap. Flow
+$113M
Cap. Flow %
3.15%
Top 10 Hldgs %
35.32%
Holding
546
New
28
Increased
183
Reduced
220
Closed
18

Top Buys

1
$33.4M
2
$15.5M
3
$15.4M
4
$13M
5
$12.1M

Top Sells

1
$13.9M
2
$9.1M
3
$8.77M
4
$6.54M
5
$5.77M

Sector Composition

1Technology10.03%
2Industrials5.5%
3Financials4.66%
4Healthcare3.85%
5Consumer Staples3.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$17.7M0.49%58,713
+184
+0.3%
+$55.4K
$17.6M0.49%82,698
-269
-0.3%
-$57.3K
$16.9M0.47%35,138
+417
+1%
+$201K
$16.7M0.47%66,910
+1,249
+2%
+$312K
$16.7M0.47%104,486
+1,236
+1%
+$198K
$15.6M0.44%98,709
+3,476
+4%
+$548K
$15M0.42%137,722
+24,152
+21%
+$2.63M
$14.1M0.4%67,241
+38
+0.1%
+$7.99K
$14.1M0.4%28,553
+671
+2%
+$332K
$13.8M0.39%141,283
+4,055
+3%
+$395K
$13.3M0.37%76,434
-201
-0.3%
-$35K
$13.3M0.37%125,586
+3,543
+3%
+$375K
$13.2M0.37%182,363
+4,224
+2%
+$306K
$13.2M0.37%25,187
+297
+1%
+$155K
$13.2M0.37%64,168
+1,780
+3%
+$365K
$13.1M0.37%95,636
+1,398
+1%
+$192K
$13.1M0.37%3,615
+73
+2%
+$265K
$13.1M0.37%118,651
+182
+0.2%
+$20.1K
$13M0.36%255,346 New
+$13M
$12.9M0.36%25,653
+764
+3%
+$386K
$12.9M0.36%49,535
+858
+2%
+$223K
$12.8M0.36%190,388
+6,211
+3%
+$416K
$12.6M0.35%128,326
+4,123
+3%
+$404K
$12.5M0.35%93,847
-4,072
-4%
-$542K
$12.1M0.34%490,963
+9,500
+2%
+$235K
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