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
$1.14B
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$11.3M
3
+$11.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.12M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$5.51M

Top Sells

1
+$91.5M
2
+$22.6M
3
+$15M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$10.4M
5
RSPN icon
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
+$8.55M

Sector Composition

1 Industrials 8.86%
2 Financials 5.71%
3 Technology 4.99%
4 Consumer Staples 4.04%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$536K 0.05%
13,409
177
$534K 0.05%
+35,080
178
$524K 0.05%
7,001
-122
179
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-6
180
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-300
181
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+16,380
182
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3,031
183
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+7,095
184
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4,548
185
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186
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20,000
187
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2,502
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188
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+8,600
189
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3,199
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190
$451K 0.04%
12,872
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191
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3,387
192
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193
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194
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195
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196
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197
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5,067
198
$415K 0.04%
15,160
199
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6,150
+1,961
200
$410K 0.04%
3,577
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