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
$841M
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.7M
3
+$9.84M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$8.05M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.97M

Top Sells

1
+$11.2M
2
+$8.22M
3
+$3.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.04M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.55M

Sector Composition

1 Industrials 8.64%
2 Consumer Staples 4.63%
3 Energy 4.61%
4 Healthcare 4.06%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$587K 0.07%
26,077
+1,000
152
$583K 0.07%
7,839
153
$582K 0.07%
+2,126
154
$579K 0.07%
5,951
+15
155
$565K 0.07%
+21,100
156
$565K 0.07%
24,852
157
$555K 0.07%
14,401
158
$554K 0.07%
11,185
-1,360
159
$551K 0.07%
9,904
-2,360
160
$549K 0.07%
+1,638
161
$546K 0.06%
+29,530
162
$538K 0.06%
25,440
-52,675
163
$538K 0.06%
8,796
164
$535K 0.06%
9,784
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165
$529K 0.06%
57,000
-42
166
$528K 0.06%
20,307
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167
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168
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169
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5,610
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170
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11,074
171
$502K 0.06%
+21,492
172
$495K 0.06%
20,466
-4,218
173
$494K 0.06%
31,753
-1,064
174
$483K 0.06%
3,554
-16
175
$481K 0.06%
5,760
+100
5 6
7
8 9