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
$1.65B
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
+$23.4M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$17.3M

Top Sells

1
+$9.62M
2
+$8.46M
3
+$8.43M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$7.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.88M

Sector Composition

1 Industrials 8.11%
2 Technology 5.44%
3 Financials 4.84%
4 Healthcare 3.61%
5 Consumer Staples 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$1K ﹤0.01%
+22
1477
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+38
1478
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+76
1479
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+88
1480
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+20
1481
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+16
1482
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+200
1483
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+50
1484
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+7
1485
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+60
1486
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+100
1487
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1488
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+74
1489
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+32
1490
$1K ﹤0.01%
+40
1491
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+21
1492
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+400
1493
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+25
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+100
1495
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+29
1496
$1K ﹤0.01%
+73
1497
$1K ﹤0.01%
+10
1498
$1K ﹤0.01%
+38
1499
$1K ﹤0.01%
+135
1500
$1K ﹤0.01%
+11
58 59
60
61 62