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
101
$979K 0.15%
+40,250
102
$979K 0.15%
+34,105
103
$973K 0.15%
+24,123
104
$972K 0.15%
+75,081
105
$951K 0.15%
+16,265
106
$941K 0.14%
+10,880
107
$932K 0.14%
+22,538
108
$926K 0.14%
+13,718
109
$924K 0.14%
+17,810
110
$916K 0.14%
+8,182
111
$890K 0.14%
+3,391
112
$869K 0.13%
+24,925
113
$851K 0.13%
+11,034
114
$849K 0.13%
+24,330
115
$827K 0.13%
+9,049
116
$786K 0.12%
+121,230
117
$751K 0.12%
+15,519
118
$725K 0.11%
+29,974
119
$714K 0.11%
+9,546
120
$711K 0.11%
+8,265
121
$700K 0.11%
+16,958
122
$658K 0.1%
+23,079
123
$652K 0.1%
+6,002
124
$650K 0.1%
+7,939
125
$649K 0.1%
+7,274
3 4
5
6 7