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
1526
$1K ﹤0.01%
+25
1527
$1K ﹤0.01%
+100
1528
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+100
1529
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+30
1530
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+60
1531
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+40
1532
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+20
1533
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+9
1534
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1535
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+25
1536
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+71
1537
$1K ﹤0.01%
+100
1538
$1K ﹤0.01%
+100
1539
$1K ﹤0.01%
+75
1540
$1K ﹤0.01%
+62
1541
$1K ﹤0.01%
+27
1542
– –
0
1543
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+20
1544
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+22
1545
$1K ﹤0.01%
+14
1546
$1K ﹤0.01%
+13
1547
$1K ﹤0.01%
+100
1548
$1K ﹤0.01%
+41
1549
$1K ﹤0.01%
+69
1550
$1K ﹤0.01%
+40
60 61
62
63 64