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
51
$2.3M 0.35%
+32,149
52
$2.22M 0.34%
+61,346
53
$2.17M 0.33%
+43,164
54
$2.13M 0.33%
+33,757
55
$2.03M 0.31%
+85,976
56
$2.02M 0.31%
+13,803
57
$1.99M 0.31%
+85,318
58
$1.98M 0.3%
+310,500
59
$1.94M 0.3%
+10,628
60
$1.93M 0.3%
+33,032
61
$1.92M 0.29%
+42,916
62
$1.91M 0.29%
+43,165
63
$1.87M 0.29%
+21,606
64
$1.86M 0.29%
+85,657
65
$1.86M 0.29%
+30,524
66
$1.84M 0.28%
+40,396
67
$1.83M 0.28%
+25,092
68
$1.81M 0.28%
+29,935
69
$1.71M 0.26%
+30,117
70
$1.7M 0.26%
+27,583
71
$1.68M 0.26%
+86,457
72
$1.66M 0.25%
+75,852
73
$1.65M 0.25%
+32,198
74
$1.62M 0.25%
+66,330
75
$1.62M 0.25%
+19,914
1 2
3
4 5