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
$2.64B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$26.1M
3
+$15.9M
4
DLTR icon
Dollar Tree
DLTR
+$13.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$7.15M

Top Sells

1
+$10M
2
+$9.47M
3
+$7.37M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$7.23M
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$4.94M

Sector Composition

1 Technology 7.98%
2 Industrials 7.64%
3 Healthcare 6.08%
4 Financials 5.62%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.95M 0.11%
62,249
-3,773
127
$2.94M 0.11%
34,614
+1,288
128
$2.91M 0.11%
6,382
+1,028
129
$2.8M 0.11%
10,671
+265
130
$2.79M 0.11%
115,887
+21,972
131
$2.78M 0.11%
57,460
+22,045
132
$2.75M 0.1%
30,429
-1,087
133
$2.66M 0.1%
76,050
+2,670
134
$2.64M 0.1%
6,168
+2,449
135
$2.64M 0.1%
18,839
+1,050
136
$2.51M 0.1%
61,653
+2,102
137
$2.49M 0.09%
134,745
+9,342
138
$2.48M 0.09%
29,666
+4,445
139
$2.46M 0.09%
16,652
-64
140
$2.45M 0.09%
24,680
+64
141
$2.43M 0.09%
74,082
-5
142
$2.41M 0.09%
215,383
+187,750
143
$2.36M 0.09%
56,306
+16,076
144
$2.36M 0.09%
31,363
+1,713
145
$2.33M 0.09%
51,133
-3,424
146
$2.29M 0.09%
68,357
+4,837
147
$2.28M 0.09%
47,170
-4,784
148
$2.26M 0.09%
59,650
+11,688
149
$2.25M 0.09%
102,051
-4,593
150
$2.17M 0.08%
32,388
4 5
6
7 8