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
151
$555K 0.07%
7,088
-40
152
$546K 0.07%
10,873
-548
153
$546K 0.07%
24,852
154
$538K 0.07%
24,684
155
$537K 0.07%
11,074
156
$536K 0.07%
5,936
-110
157
$534K 0.07%
8,796
+498
158
$524K 0.07%
14,401
159
$521K 0.07%
+17,704
160
$516K 0.07%
6,100
-125
161
$497K 0.07%
7,839
162
$487K 0.07%
4,815
-325
163
$483K 0.06%
7,554
-141
164
$474K 0.06%
+68,040
165
$453K 0.06%
32,817
+8,023
166
$451K 0.06%
5,292
+1,242
167
$433K 0.06%
20,492
-994
168
$424K 0.06%
3,570
169
$420K 0.06%
35,918
-2,860
170
$409K 0.05%
19,325
+22
171
$403K 0.05%
3,160
-9
172
$403K 0.05%
34,914
+12,150
173
$403K 0.05%
37,803
-550
174
$402K 0.05%
+18,975
175
$402K 0.05%
3,702
+500
5 6
7
8 9