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
76
$1.62M 0.25%
+17,966
77
$1.57M 0.24%
+16,903
78
$1.55M 0.24%
+41,375
79
$1.49M 0.23%
+33,542
80
$1.47M 0.23%
+43,300
81
$1.43M 0.22%
+22,614
82
$1.41M 0.22%
+58,373
83
$1.38M 0.21%
+97,072
84
$1.37M 0.21%
+139,947
85
$1.33M 0.2%
+29,278
86
$1.27M 0.19%
+24,023
87
$1.2M 0.18%
+36,035
88
$1.19M 0.18%
+45,506
89
$1.12M 0.17%
+31,933
90
$1.1M 0.17%
+21,990
91
$1.09M 0.17%
+31,088
92
$1.04M 0.16%
+24,396
93
$1.03M 0.16%
+26,922
94
$1.01M 0.16%
+16,141
95
$1.01M 0.16%
+10,219
96
$1.01M 0.15%
+91,460
97
$1M 0.15%
+20,097
98
$992K 0.15%
+42,475
99
$986K 0.15%
+25,155
100
$984K 0.15%
+8,203
2 3
4
5 6