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
776
$30K ﹤0.01%
+400
777
$30K ﹤0.01%
+470
778
$30K ﹤0.01%
+113
779
$30K ﹤0.01%
+7,000
780
$29K ﹤0.01%
+650
781
$29K ﹤0.01%
+1,269
782
$29K ﹤0.01%
+745
783
$29K ﹤0.01%
+307
784
$29K ﹤0.01%
+976
785
$29K ﹤0.01%
+72
786
$29K ﹤0.01%
+2,352
787
$29K ﹤0.01%
+2,125
788
$29K ﹤0.01%
+2,578
789
$28K ﹤0.01%
+364
790
$28K ﹤0.01%
+473
791
$28K ﹤0.01%
+465
792
$28K ﹤0.01%
+1,000
793
$28K ﹤0.01%
+500
794
$28K ﹤0.01%
+374
795
$28K ﹤0.01%
+205
796
$28K ﹤0.01%
+1,137
797
$27K ﹤0.01%
+476
798
$27K ﹤0.01%
+456
799
$27K ﹤0.01%
+150
800
$27K ﹤0.01%
+132
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