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
176
$348K 0.05%
+5,910
177
$344K 0.05%
+3,169
178
$344K 0.05%
+14,801
179
$340K 0.05%
+4,050
180
$338K 0.05%
+6,203
181
$335K 0.05%
+7,200
182
$331K 0.05%
+6,696
183
$321K 0.05%
+5,580
184
$319K 0.05%
+24,794
185
$315K 0.05%
+3,316
186
$312K 0.05%
+8,305
187
$305K 0.05%
+3,202
188
$302K 0.05%
+320
189
$296K 0.05%
+7,807
190
$295K 0.05%
+7,225
191
$284K 0.04%
+11,421
192
$283K 0.04%
+8,355
193
$283K 0.04%
+4,548
194
$283K 0.04%
+59,056
195
$282K 0.04%
+18,915
196
$282K 0.04%
+5,550
197
$281K 0.04%
+8,250
198
$279K 0.04%
+1,105
199
$278K 0.04%
+3,250
200
$276K 0.04%
+8,752
6 7
8
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