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
201
$309K 0.04%
3,986
-209
202
$305K 0.04%
4,159
-2
203
$302K 0.04%
+7,160
204
$300K 0.04%
22,870
+5,905
205
$296K 0.04%
8,305
206
$296K 0.04%
3,303
+53
207
$289K 0.04%
1,105
208
$286K 0.04%
4,548
209
$286K 0.04%
12,113
210
$284K 0.04%
5,526
+11
211
$284K 0.04%
8,752
212
$283K 0.04%
4,459
-1,480
213
$280K 0.04%
3,531
-91
214
$274K 0.04%
13,820
-6,300
215
$271K 0.04%
5,400
216
$270K 0.04%
24,450
+8,450
217
$267K 0.04%
4,069
+107
218
$267K 0.04%
5,807
-1,790
219
$264K 0.04%
6,318
+1,800
220
$251K 0.03%
12,540
+2,576
221
$247K 0.03%
4,956
+2
222
$247K 0.03%
3,700
223
$246K 0.03%
11,469
224
$244K 0.03%
5,092
-11
225
$240K 0.03%
3,257
-25
7 8
9
10 11