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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
1026
– –
-1,114
1027
– –
-1,064
1028
– –
-161
1029
– –
-105
1030
– –
-560
1031
– –
-591
1032
– –
-374
1033
– –
-1,000
1034
– –
-308
1035
– –
-2,158
1036
– –
-2,358
1037
– –
-169
1038
– –
-29
1039
– –
-1,500
1040
– –
-74
1041
– –
-116
1042
– –
-15
1043
– –
-3,205
1044
– –
-450
1045
– –
-143
1046
– –
-154
1047
– –
-1,086
1048
– –
-707
1049
– –
-60
1050
– –
-1,085
40 41
42
43 44