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
151
$474K 0.07%
+9,066
152
$473K 0.07%
+24,852
153
$472K 0.07%
+6,244
154
$468K 0.07%
+14,401
155
$456K 0.07%
+21,486
156
$453K 0.07%
+7,144
157
$446K 0.07%
+3,570
158
$445K 0.07%
+38,778
159
$435K 0.07%
+5,229
160
$425K 0.07%
+19,303
161
$425K 0.07%
+13,885
162
$415K 0.06%
+17,757
163
$398K 0.06%
+5,143
164
$387K 0.06%
+5,626
165
$384K 0.06%
+3,725
166
$380K 0.06%
+20,120
167
$378K 0.06%
+38,353
168
$376K 0.06%
+11,153
169
$373K 0.06%
+7,597
170
$372K 0.06%
+16,521
171
$364K 0.06%
+22,700
172
$362K 0.06%
+6,476
173
$359K 0.06%
+5,939
174
$354K 0.05%
+12,265
175
$349K 0.05%
+9,802
5 6
7
8 9