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WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
1-Year Est. Return 21.11%
This Fund
S&P 500
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
+$23.4M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$17.3M

Top Sells

1
+$9.62M
2
+$8.46M
3
+$8.43M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$7.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.88M

Sector Composition

1 Industrials 8.11%
2 Technology 5.44%
3 Financials 4.84%
4 Healthcare 3.61%
5 Consumer Staples 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$19K ﹤0.01%
+500
877
$19K ﹤0.01%
+2,380
878
$19K ﹤0.01%
+596
879
$19K ﹤0.01%
+260
880
$19K ﹤0.01%
+132
881
$19K ﹤0.01%
+300
882
$19K ﹤0.01%
+802
883
$19K ﹤0.01%
+380
884
$19K ﹤0.01%
+1,600
885
$19K ﹤0.01%
+500
886
$19K ﹤0.01%
+1,243
887
$19K ﹤0.01%
+800
888
$19K ﹤0.01%
+1,440
889
$19K ﹤0.01%
+500
890
$18K ﹤0.01%
+78
891
$18K ﹤0.01%
+363
892
$18K ﹤0.01%
+3,467
893
$18K ﹤0.01%
+624
894
$18K ﹤0.01%
+191
895
$18K ﹤0.01%
+311
896
$18K ﹤0.01%
+200
897
$18K ﹤0.01%
+180
898
$18K ﹤0.01%
+1,000
899
$18K ﹤0.01%
+408
900
$18K ﹤0.01%
+262
34 35
36
37 38