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
$918M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$15.7M
3
+$10.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.7M
5
DIG icon
ProShares Ultra Energy
DIG
+$2.32M

Top Sells

1
+$78M
2
+$17M
3
+$6.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.54M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.44M

Sector Composition

1 Industrials 9.03%
2 Technology 4.77%
3 Consumer Staples 4.46%
4 Energy 4.32%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$779K 0.08%
14,070
-307
127
$739K 0.08%
9,755
+660
128
$737K 0.08%
18,092
+7,201
129
$730K 0.08%
6,205
-11
130
$725K 0.08%
13,584
+1,136
131
$690K 0.08%
7,234
+1
132
$686K 0.07%
28,580
+16,980
133
$686K 0.07%
14,355
-5,200
134
$684K 0.07%
7,125
+94
135
$668K 0.07%
12,305
+3,817
136
$665K 0.07%
7,597
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137
$658K 0.07%
6,942
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138
$655K 0.07%
6,563
-165
139
$651K 0.07%
9,013
140
$650K 0.07%
22,210
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141
$646K 0.07%
5,454
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142
$631K 0.07%
8,643
-18
143
$630K 0.07%
15,861
-94
144
$626K 0.07%
18,283
-1,043
145
$626K 0.07%
10,565
+1,390
146
$617K 0.07%
26,077
147
$606K 0.07%
4,672
148
$605K 0.07%
11,441
-115
149
$598K 0.07%
+169
150
$597K 0.07%
6,633
-170
4 5
6
7 8