WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
1-Year Est. Return 21.11%
This Fund
S&P 500
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
+$38.7M
2
+$13.3M
3
+$3.53M
4
RSPN icon
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
+$3.31M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$3.18M

Top Sells

1
+$18.7M
2
+$5.74M
3
+$3.82M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$2.75M
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
$305K 0.04%
4,159
-2
202
$302K 0.04%
+7,160
203
$300K 0.04%
22,870
+5,905
204
$296K 0.04%
8,305
205
$296K 0.04%
3,303
+53
206
$289K 0.04%
1,105
207
$286K 0.04%
4,548
208
$286K 0.04%
12,113
209
$284K 0.04%
5,526
+11
210
$284K 0.04%
8,752
211
$283K 0.04%
4,459
-1,480
212
$280K 0.04%
3,531
-91
213
$274K 0.04%
13,820
-6,300
214
$271K 0.04%
5,400
215
$270K 0.04%
24,450
+8,450
216
$267K 0.04%
4,069
+107
217
$267K 0.04%
5,807
-1,790
218
$264K 0.04%
6,318
+1,800
219
$251K 0.03%
12,540
+2,576
220
$247K 0.03%
4,956
+2
221
$247K 0.03%
3,700
222
$246K 0.03%
11,469
223
$244K 0.03%
5,092
-11
224
$240K 0.03%
3,257
-25
225
$239K 0.03%
2,428
-119
7 8
9
10 11