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
1426
$2K ﹤0.01%
+80
1427
$2K ﹤0.01%
+39
1428
$2K ﹤0.01%
+46
1429
$2K ﹤0.01%
+175
1430
$2K ﹤0.01%
+100
1431
$2K ﹤0.01%
+80
1432
$2K ﹤0.01%
+35
1433
$2K ﹤0.01%
+61
1434
$2K ﹤0.01%
+100
1435
$2K ﹤0.01%
+80
1436
$2K ﹤0.01%
+175
1437
$2K ﹤0.01%
+162
1438
$2K ﹤0.01%
+60
1439
$2K ﹤0.01%
+115
1440
$2K ﹤0.01%
+88
1441
$2K ﹤0.01%
+65
1442
$2K ﹤0.01%
+85
1443
$2K ﹤0.01%
+59
1444
$2K ﹤0.01%
+33
1445
$2K ﹤0.01%
+66
1446
$2K ﹤0.01%
+11
1447
$2K ﹤0.01%
+50
1448
$2K ﹤0.01%
+50
1449
$1K ﹤0.01%
+12
1450
$1K ﹤0.01%
+34
56 57
58
59 60