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
201
$409K 0.04%
5,611
202
$400K 0.04%
2,795
-11
203
$397K 0.03%
4,791
-35
204
$392K 0.03%
3,597
-29
205
$390K 0.03%
10,085
+205
206
$388K 0.03%
7,418
-47
207
$382K 0.03%
13,710
-1,365
208
$367K 0.03%
1,519
209
$364K 0.03%
6,786
210
$363K 0.03%
2,815
211
$356K 0.03%
10,400
+2,220
212
$354K 0.03%
5,682
+98
213
$353K 0.03%
11,200
214
$348K 0.03%
5,243
215
$346K 0.03%
3,330
+18
216
$346K 0.03%
2,922
217
$343K 0.03%
+11,510
218
$336K 0.03%
+7,715
219
$334K 0.03%
3,773
220
$330K 0.03%
5,822
221
$329K 0.03%
2,296
222
$328K 0.03%
7,929
-1,084
223
$328K 0.03%
2,897
+1
224
$325K 0.03%
5,451
-1,480
225
$324K 0.03%
2,303
7 8
9
10 11