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
876
$19K ﹤0.01%
+500
877
$19K ﹤0.01%
+1,440
878
$19K ﹤0.01%
+500
879
$19K ﹤0.01%
+2,380
880
$19K ﹤0.01%
+596
881
$19K ﹤0.01%
+260
882
$19K ﹤0.01%
+132
883
$19K ﹤0.01%
+300
884
$19K ﹤0.01%
+802
885
$19K ﹤0.01%
+380
886
$19K ﹤0.01%
+1,600
887
$19K ﹤0.01%
+500
888
$19K ﹤0.01%
+1,243
889
$19K ﹤0.01%
+800
890
$18K ﹤0.01%
+262
891
$18K ﹤0.01%
+193
892
$18K ﹤0.01%
+150
893
$18K ﹤0.01%
+78
894
$18K ﹤0.01%
+363
895
$18K ﹤0.01%
+3,366
896
$18K ﹤0.01%
+624
897
$18K ﹤0.01%
+191
898
$18K ﹤0.01%
+311
899
$18K ﹤0.01%
+200
900
$18K ﹤0.01%
+180
34 35
36
37 38