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
76
$1.8M 0.24%
29,181
+1,598
77
$1.77M 0.24%
+36,366
78
$1.71M 0.23%
+35,744
79
$1.61M 0.22%
23,728
+1,114
80
$1.56M 0.21%
232,920
-77,580
81
$1.55M 0.21%
17,167
+264
82
$1.54M 0.21%
61,064
-14,788
83
$1.53M 0.2%
37,955
+1,920
84
$1.5M 0.2%
103,137
+6,065
85
$1.47M 0.2%
30,577
+1,299
86
$1.46M 0.19%
43,172
-128
87
$1.43M 0.19%
31,526
-2,016
88
$1.43M 0.19%
118,480
+27,020
89
$1.35M 0.18%
139,947
90
$1.35M 0.18%
58,798
+425
91
$1.32M 0.18%
47,912
+2,406
92
$1.23M 0.16%
82,746
+7,665
93
$1.22M 0.16%
21,882
-108
94
$1.21M 0.16%
23,495
-528
95
$1.14M 0.15%
16,769
+504
96
$1.14M 0.15%
24,397
+1
97
$1.13M 0.15%
19,615
+1,805
98
$1.13M 0.15%
12,387
+1,507
99
$1.1M 0.15%
15,996
-145
100
$1.1M 0.15%
31,975
+42
2 3
4
5 6