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
176
$400K 0.05%
22,789
+3,874
177
$398K 0.05%
12,180
-85
178
$394K 0.05%
6,092
-111
179
$388K 0.05%
3,696
-29
180
$388K 0.05%
9,802
181
$387K 0.05%
5,106
-37
182
$385K 0.05%
10,455
+2,100
183
$381K 0.05%
5,660
+80
184
$380K 0.05%
9,087
+1,862
185
$372K 0.05%
7,200
186
$367K 0.05%
11,153
187
$366K 0.05%
7,828
+2,380
188
$359K 0.05%
5,433
-193
189
$354K 0.05%
9,022
+1,970
190
$346K 0.05%
6,587
+111
191
$343K 0.05%
14,801
192
$342K 0.05%
7,661
-146
193
$342K 0.05%
5,910
194
$340K 0.05%
3,316
195
$332K 0.04%
+3,110
196
$328K 0.04%
11,678
-4,890
197
$328K 0.04%
4,775
+1,135
198
$317K 0.04%
5,550
199
$317K 0.04%
8,250
200
$316K 0.04%
+24,525
6 7
8
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