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
176
$477K 0.06%
7,540
-14
177
$476K 0.06%
3,702
178
$467K 0.06%
3,140
-20
179
$463K 0.06%
5,998
+88
180
$456K 0.05%
34,832
-1,086
181
$423K 0.05%
37,803
182
$414K 0.05%
11,472
-8,662
183
$411K 0.05%
4,987
-119
184
$408K 0.05%
3,710
+394
185
$404K 0.05%
12,040
-140
186
$401K 0.05%
12,565
-8,335
187
$389K 0.05%
14,801
188
$383K 0.05%
3,698
+2
189
$379K 0.05%
4,407
-885
190
$378K 0.04%
17,450
-1,525
191
$377K 0.04%
7,661
192
$370K 0.04%
9,161
+2,805
193
$369K 0.04%
7,200
194
$363K 0.04%
10,953
-200
195
$357K 0.04%
3,986
196
$357K 0.04%
12,320
+4,880
197
$354K 0.04%
9,628
+876
198
$353K 0.04%
6,550
-37
199
$333K 0.04%
12,113
200
$333K 0.04%
3,700
6 7
8
9 10