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
in Stake 		Capital Flow
51
$2.85M 0.34%
16
52
$2.83M 0.34%
31,210
-1,834
53
$2.81M 0.33%
68,102
+1,024
54
$2.79M 0.33%
36,466
+610
55
$2.75M 0.33%
68,113
+2,416
56
$2.7M 0.32%
171,010
-93,100
57
$2.61M 0.31%
34,702
+1,615
58
$2.58M 0.31%
34,782
+780
59
$2.57M 0.31%
42,948
+1,215
60
$2.46M 0.29%
93,486
+4,308
61
$2.44M 0.29%
107,742
+7,515
62
$2.33M 0.28%
43,380
+974
63
$2.25M 0.27%
13,309
-649
64
$2.24M 0.27%
31,658
+1,216
65
$2.23M 0.27%
88,710
-284
66
$2.22M 0.26%
24,267
-139
67
$2.17M 0.26%
30,865
+1,684
68
$2.08M 0.25%
39,142
-3,097
69
$2.08M 0.25%
90,027
+419
70
$2.04M 0.24%
41,442
-1,409
71
$2.02M 0.24%
39,528
+3,162
72
$2.01M 0.24%
61,770
+3,860
73
$1.97M 0.23%
10,967
+26
74
$1.94M 0.23%
29,999
+317
75
$1.92M 0.23%
107,967
+4,830
1 2
3
4 5