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
126
$630K 0.1%
+25,600
127
$624K 0.1%
+29,890
128
$609K 0.09%
+14,882
129
$601K 0.09%
+17,584
130
$591K 0.09%
+21,885
131
$584K 0.09%
+5,916
132
$577K 0.09%
+9,241
133
$576K 0.09%
+12,608
134
$574K 0.09%
+13,862
135
$554K 0.09%
+12,535
136
$540K 0.08%
+7,128
137
$539K 0.08%
+5,692
138
$537K 0.08%
+4,820
139
$534K 0.08%
+24,684
140
$530K 0.08%
+7,695
141
$514K 0.08%
+6,211
142
$511K 0.08%
+11,074
143
$506K 0.08%
+6,046
144
$499K 0.08%
+15,008
145
$496K 0.08%
+5,140
146
$496K 0.08%
+16,568
147
$493K 0.08%
+7,839
148
$488K 0.07%
+8,298
149
$486K 0.07%
+6,225
150
$479K 0.07%
+20,180
4 5
6
7 8