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 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
1201
$5K ﹤0.01%
+119
1202
$5K ﹤0.01%
+23
1203
$5K ﹤0.01%
+155
1204
$5K ﹤0.01%
+94
1205
$5K ﹤0.01%
+58
1206
$5K ﹤0.01%
+142
1207
$5K ﹤0.01%
+111
1208
$5K ﹤0.01%
+255
1209
$5K ﹤0.01%
+279
1210
$5K ﹤0.01%
+70
1211
$5K ﹤0.01%
+300
1212
$5K ﹤0.01%
+206
1213
$5K ﹤0.01%
+206
1214
$5K ﹤0.01%
+110
1215
$5K ﹤0.01%
+50
1216
$5K ﹤0.01%
+153
1217
$5K ﹤0.01%
+290
1218
$5K ﹤0.01%
+100
1219
$5K ﹤0.01%
+268
1220
$5K ﹤0.01%
+215
1221
$5K ﹤0.01%
+672
1222
$5K ﹤0.01%
+145
1223
$5K ﹤0.01%
+203
1224
$5K ﹤0.01%
+600
1225
$5K ﹤0.01%
+116