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
251
$219K 0.03%
+3,700
252
$218K 0.03%
+63,035
253
$217K 0.03%
+8,800
254
$215K 0.03%
+2,458
255
$215K 0.03%
4,625
256
$214K 0.03%
4,285
257
$213K 0.03%
+5,571
258
$213K 0.03%
+2,209
259
$209K 0.02%
2,815
-28
260
$208K 0.02%
4,410
-980
261
$174K 0.02%
20,000
262
$165K 0.02%
10,683
+20
263
$163K 0.02%
+10,000
264
$155K 0.02%
10,000
-388
265
$145K 0.02%
+1,949
266
$129K 0.02%
5,082
267
$114K 0.01%
11,450
-13,000
268
$107K 0.01%
+11,243
269
$101K 0.01%
30,000
270
$83K 0.01%
25,000
271
$54K 0.01%
30,000
272
$49K 0.01%
1,400
+200
273
$22K ﹤0.01%
1,266
-201
274
– –
-10,455
275
– –
-22,789
8 9 10
11
12