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
101
$1.09M 0.15%
28,844
+3,689
102
$1.07M 0.14%
26,045
+1,922
103
$1.06M 0.14%
+99,100
104
$1.05M 0.14%
13,518
+2,484
105
$1.04M 0.14%
+32,410
106
$1.04M 0.14%
19,280
-817
107
$1.03M 0.14%
10,761
+542
108
$1.01M 0.13%
43,119
+2,869
109
$1.01M 0.13%
31,092
+4
110
$1M 0.13%
24,954
+29
111
$983K 0.13%
21,977
-561
112
$976K 0.13%
3,391
113
$971K 0.13%
9,727
+678
114
$916K 0.12%
13,720
+2
115
$867K 0.12%
8,310
+45
116
$830K 0.11%
121,230
117
$828K 0.11%
7,297
-885
118
$807K 0.11%
+48,535
119
$777K 0.1%
23,425
-905
120
$776K 0.1%
14,253
-1,266
121
$767K 0.1%
25,600
122
$730K 0.1%
17,660
+702
123
$729K 0.1%
29,874
-100
124
$724K 0.1%
23,043
-36
125
$692K 0.09%
9,054
-12
3 4
5
6 7