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
$749M
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$13.9M
3
+$3.58M
4
RSPN icon
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
+$3.4M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.27M

Top Sells

1
+$18.6M
2
+$5.76M
3
+$3.94M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$2.72M
5
POT
Potash Corp Of Saskatchewan
POT
+$1.03M

Sector Composition

1 Industrials 8.49%
2 Consumer Staples 5.06%
3 Energy 4.88%
4 Healthcare 4.44%
5 Technology 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$239K 0.03%
2,428
-119
227
$232K 0.03%
+5,390
228
$232K 0.03%
15,030
-7,670
229
$231K 0.03%
8,950
-105,328
230
$231K 0.03%
2,718
-425
231
$230K 0.03%
8,781
-7,740
232
$226K 0.03%
3,090
233
$225K 0.03%
+11,570
234
$224K 0.03%
3,484
235
$222K 0.03%
4,410
-298
236
$220K 0.03%
2,011
237
$217K 0.03%
4,625
-100
238
$216K 0.03%
2,843
-19
239
$216K 0.03%
+3,417
240
$214K 0.03%
+2,872
241
$213K 0.03%
+7,440
242
$213K 0.03%
4,941
-1,755
243
$212K 0.03%
+4,285
244
$211K 0.03%
+6,356
245
$209K 0.03%
+2,303
246
$209K 0.03%
+5,486
247
$204K 0.03%
+7,925
248
$204K 0.03%
+3,077
249
$204K 0.03%
+3,943
250
$201K 0.03%
88,500
7 8 9
10
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