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
$652M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$40.6M
3
+$39.1M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$34.3M
5
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$27.3M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.46%
2 Consumer Staples 5.84%
3 Energy 5.44%
4 Healthcare 4.67%
5 Technology 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.85M 0.9%
+112,017
27
$5.57M 0.86%
+144,743
28
$5.52M 0.85%
+415,025
29
$5.49M 0.84%
+241,140
30
$5.26M 0.81%
+152,243
31
$5.21M 0.8%
+44,046
32
$4.66M 0.72%
+96,487
33
$4.59M 0.7%
+41,312
34
$4.28M 0.66%
+55,520
35
$3.72M 0.57%
+44,357
36
$3.7M 0.57%
+271,460
37
$3.67M 0.56%
+137,336
38
$3.49M 0.54%
+131,462
39
$3.46M 0.53%
+21,597
40
$3.45M 0.53%
+157,468
41
$2.91M 0.45%
+117,129
42
$2.87M 0.44%
+114,278
43
$2.76M 0.42%
+578,880
44
$2.74M 0.42%
+47,764
45
$2.72M 0.42%
+67,859
46
$2.7M 0.41%
+16
47
$2.61M 0.4%
+31,636
48
$2.51M 0.39%
+48,742
49
$2.48M 0.38%
+24,180
50
$2.46M 0.38%
+167,220
1
2
3 4 5