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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
1076
– –
-2,250
1077
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-738
1078
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1079
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1080
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-721
1081
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1082
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-165
1083
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-39
1084
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1085
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-3,798
1086
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-7,645
1087
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-500
1088
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-1,990
1089
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-3,226
1090
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1091
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-6
1092
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1093
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1094
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1095
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1096
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1097
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1098
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1099
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1100
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