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
$841M
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.7M
3
+$9.84M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$8.05M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.97M

Top Sells

1
+$11.2M
2
+$8.22M
3
+$3.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.04M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.55M

Sector Composition

1 Industrials 8.64%
2 Consumer Staples 4.63%
3 Energy 4.61%
4 Healthcare 4.06%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$261K 0.03%
+12,360
227
$249K 0.03%
2,405
-23
228
$249K 0.03%
2,011
229
$249K 0.03%
6,043
-2,979
230
$246K 0.03%
11,469
231
$244K 0.03%
+11,100
232
$240K 0.03%
3,355
-1,420
233
$238K 0.03%
3,541
+57
234
$238K 0.03%
5,486
235
$237K 0.03%
2,970
-120
236
$235K 0.03%
+742
237
$234K 0.03%
3,943
238
$230K 0.03%
4,505
+95
239
$230K 0.03%
10,756
-1,784
240
$228K 0.03%
8,781
241
$227K 0.03%
15,030
242
$227K 0.03%
+4,166
243
$225K 0.03%
8,765
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244
$225K 0.03%
3,486
-1,947
245
$224K 0.03%
+12,450
246
$224K 0.03%
3,344
-73
247
$223K 0.03%
+1,500
248
$221K 0.03%
+4,335
249
$220K 0.03%
3,081
+4
250
$220K 0.03%
15,805
-7,065
8 9
10
11 12