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
201
$329K 0.04%
4,690
-1,402
202
$329K 0.04%
+51,312
203
$328K 0.04%
6,816
-2,271
204
$320K 0.04%
+38,300
205
$317K 0.04%
16,232
-3,093
206
$315K 0.04%
8,334
+29
207
$313K 0.04%
5,550
208
$313K 0.04%
4,130
-29
209
$308K 0.04%
4,343
-116
210
$307K 0.04%
3,521
-10
211
$305K 0.04%
8,250
212
$301K 0.04%
6,036
+944
213
$299K 0.04%
6,203
-1,625
214
$291K 0.03%
3,195
-108
215
$291K 0.03%
+8,530
216
$289K 0.03%
6,768
+450
217
$289K 0.03%
+8,847
218
$288K 0.03%
4,548
219
$283K 0.03%
3,439
+182
220
$283K 0.03%
5,400
221
$282K 0.03%
1,105
222
$279K 0.03%
12,840
-980
223
$271K 0.03%
4,958
+2
224
$268K 0.03%
5,707
-100
225
$265K 0.03%
3,717
-352
7 8
9
10 11