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
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$0 ﹤0.01%
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