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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
$1.46B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$77.9M
2
+$50M
3
+$37.2M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$24.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$19M

Top Sells

1
+$46.8M
2
+$37.9M
3
+$17.4M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$17.2M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$16.3M

Sector Composition

1 Industrials 7.32%
2 Technology 4.73%
3 Financials 4.21%
4 Healthcare 3.74%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-1,275
1002
– –
-51
1003
– –
-33
1004
– –
-230
1005
– –
-925
1006
– –
-10,720
1007
– –
-96
1008
– –
-3,290
1009
– –
-124
1010
– –
-255
1011
– –
-180
1012
– –
-52
1013
– –
-1,311
1014
– –
-1,894
1015
– –
-5,000
1016
– –
-54,760
1017
– –
-9,868
1018
– –
-2,752
1019
– –
-88
1020
– –
-500
1021
– –
-1,458
1022
– –
-557
1023
– –
-896
1024
– –
-1,435
1025
– –
-80
39 40
41
42 43