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
1226
$5K ﹤0.01%
+65
1227
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+86
1228
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+313
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1233
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1234
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1235
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+200
1237
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1240
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1242
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+500
1243
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1244
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+124
1245
$4K ﹤0.01%
+235
1246
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+628
1247
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+96
1248
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+154
1249
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+39
1250
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+21