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
51
$2.54M 0.34%
67,078
-781
52
$2.41M 0.32%
25,625
+7,659
53
$2.4M 0.32%
65,697
+4,351
54
$2.39M 0.32%
130,940
+114,836
55
$2.31M 0.31%
35,856
+2,099
56
$2.29M 0.31%
34,002
+3,478
57
$2.27M 0.3%
88,994
+3,018
58
$2.17M 0.29%
41,733
+1,337
59
$2.15M 0.29%
13,958
+155
60
$2.12M 0.28%
30,442
+507
61
$2.1M 0.28%
89,608
+3,951
62
$2.09M 0.28%
100,227
+13,770
63
$2.08M 0.28%
33,087
+889
64
$2.06M 0.28%
89,178
+3,860
65
$2M 0.27%
42,851
-313
66
$1.99M 0.27%
24,406
+4,492
67
$1.96M 0.26%
42,239
-677
68
$1.95M 0.26%
78,115
+11,785
69
$1.94M 0.26%
10,941
+313
70
$1.9M 0.25%
+57,910
71
$1.88M 0.25%
25,913
+821
72
$1.87M 0.25%
21,633
+27
73
$1.85M 0.25%
29,682
-435
74
$1.85M 0.25%
44,917
+1,752
75
$1.84M 0.25%
42,406
+1,031
1 2
3
4 5