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 Buys

1
+$82M
2
+$40.4M
3
+$33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$23.3M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$17.4M

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
1276
$4K ﹤0.01%
+100
1277
$4K ﹤0.01%
+400
1278
$4K ﹤0.01%
+205
1279
$4K ﹤0.01%
+262
1280
$4K ﹤0.01%
+58
1281
$3K ﹤0.01%
+89
1282
$3K ﹤0.01%
+713
1283
$3K ﹤0.01%
+262
1284
$3K ﹤0.01%
+100
1285
$3K ﹤0.01%
+147
1286
$3K ﹤0.01%
+45
1287
$3K ﹤0.01%
+16
1288
$3K ﹤0.01%
+94
1289
$3K ﹤0.01%
+2
1290
$3K ﹤0.01%
+182
1291
$3K ﹤0.01%
+83
1292
$3K ﹤0.01%
+202
1293
$3K ﹤0.01%
+43
1294
$3K ﹤0.01%
+71
1295
$3K ﹤0.01%
+150
1296
$3K ﹤0.01%
+56
1297
$3K ﹤0.01%
+42
1298
$3K ﹤0.01%
+19
1299
$3K ﹤0.01%
+320
1300
$3K ﹤0.01%
+144
50 51
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