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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
1301
– –
-87
1302
– –
-338
1303
– –
-1,321
1304
– –
-4,300
1305
– –
-676
1306
– –
-33
1307
– –
-4,645
1308
– –
-1,300
1309
– –
-130
1310
– –
-100
1311
– –
-2,600
1312
– –
-19
1313
– –
-200
1314
– –
-4,647
1315
– –
-182
1316
– –
-1,008
1317
– –
-4,222
1318
– –
-6,523
1319
– –
-75
1320
– –
-11
1321
– –
-13
1322
– –
-24
1323
– –
-363
1324
– –
-955
1325
– –
-8,680
51 52
53
54 55