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
26
$7.32M 0.98%
121,775
+9,758
27
$6.64M 0.89%
83,510
+1,928
28
$6.45M 0.86%
83,330
29
$6.11M 0.82%
70,516
+2,226
30
$5.64M 0.75%
102,271
+75
31
$5.61M 0.75%
46,176
+2,130
32
$4.94M 0.66%
43,185
+1,873
33
$4.89M 0.65%
147,008
-5,235
34
$4.18M 0.56%
55,344
-176
35
$4.01M 0.54%
264,110
-7,350
36
$3.77M 0.5%
43,674
-683
37
$3.73M 0.5%
136,772
+5,310
38
$3.63M 0.48%
141,947
+4,611
39
$3.54M 0.47%
21,048
-549
40
$3.5M 0.47%
160,680
+3,212
41
$3.03M 0.41%
123,078
+5,949
42
$3.01M 0.4%
34,058
+1,909
43
$2.98M 0.4%
25,316
+1,136
44
$2.97M 0.4%
577,656
-1,224
45
$2.89M 0.39%
48,681
+917
46
$2.79M 0.37%
193,525
+26,305
47
$2.76M 0.37%
33,044
+1,408
48
$2.73M 0.36%
16
49
$2.6M 0.35%
51,397
+2,655
50
$2.57M 0.34%
33,384
+352
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