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
201
$275K 0.04%
+5,515
202
$274K 0.04%
+3,622
203
$273K 0.04%
+4,161
204
$272K 0.04%
+4,195
205
$270K 0.04%
+3,143
206
$270K 0.04%
+7,052
207
$254K 0.04%
+4,518
208
$253K 0.04%
+11,469
209
$253K 0.04%
+3,962
210
$248K 0.04%
+5,103
211
$247K 0.04%
+5,400
212
$245K 0.04%
+3,700
213
$242K 0.04%
+5,448
214
$242K 0.04%
+22,764
215
$241K 0.04%
+16,104
216
$236K 0.04%
+3,282
217
$231K 0.04%
+4,708
218
$229K 0.04%
+2,862
219
$227K 0.03%
+12,113
220
$224K 0.03%
+4,954
221
$221K 0.03%
+4,725
222
$221K 0.03%
+5,583
223
$216K 0.03%
+2,547
224
$213K 0.03%
+2,011
225
$212K 0.03%
+3,090
6 7 8
9
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