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
126
$691K 0.09%
6,002
127
$673K 0.09%
29,818
-72
128
$673K 0.09%
7,277
+3
129
$662K 0.09%
7,919
-20
130
$660K 0.09%
5,895
-21
131
$660K 0.09%
10,521
+1,280
132
$645K 0.09%
20,900
-985
133
$641K 0.09%
20,134
+2,550
134
$604K 0.08%
7,999
-1,547
135
$597K 0.08%
12,545
-2,337
136
$596K 0.08%
25,077
+7,320
137
$593K 0.08%
24,110
-18,365
138
$591K 0.08%
4,695
-125
139
$590K 0.08%
6,197
-14
140
$587K 0.08%
5,692
141
$586K 0.08%
15,008
142
$586K 0.08%
12,264
-344
143
$580K 0.08%
13,862
144
$576K 0.08%
10,706
-1,829
145
$575K 0.08%
6,244
146
$566K 0.08%
6,923
+1,694
147
$566K 0.08%
8,228
+1,084
148
$565K 0.08%
+57,042
149
$564K 0.08%
+15,100
150
$557K 0.07%
5,835
-2,368
4 5
6
7 8