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
76
$1.91M 0.23%
64,660
+3,596
77
$1.86M 0.22%
23,999
-1,914
78
$1.85M 0.22%
24,993
+1,265
79
$1.84M 0.22%
+118,795
80
$1.76M 0.21%
40,220
+2,265
81
$1.75M 0.21%
42,654
-2,263
82
$1.71M 0.2%
19,635
-1,998
83
$1.67M 0.2%
32,108
+1,531
84
$1.63M 0.19%
43,679
+507
85
$1.62M 0.19%
33,887
+2,361
86
$1.61M 0.19%
16,063
-1,104
87
$1.59M 0.19%
50,752
+2,840
88
$1.47M 0.17%
199,860
-33,060
89
$1.41M 0.17%
107,740
-10,740
90
$1.4M 0.17%
90,326
+7,580
91
$1.35M 0.16%
26,628
-9,116
92
$1.34M 0.16%
+31,030
93
$1.33M 0.16%
51,371
-7,427
94
$1.3M 0.15%
20,945
+1,330
95
$1.29M 0.15%
22,115
-1,380
96
$1.27M 0.15%
24,406
+9
97
$1.27M 0.15%
59,520
-71,420
98
$1.25M 0.15%
20,316
-1,566
99
$1.22M 0.15%
21,248
+1,968
100
$1.22M 0.15%
+29,690
2 3
4
5 6