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
$2.55B
AUM Growth
-$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$12.9M
3
+$11.3M
4
SPLK
Splunk Inc
SPLK
+$8.87M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$7.51M

Top Sells

1
+$22.9M
2
+$11.1M
3
+$11.1M
4
MAR icon
Marriott International
MAR
+$10.1M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$9.58M

Sector Composition

1 Technology 8.62%
2 Industrials 6.54%
3 Financials 6.44%
4 Healthcare 5.49%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$746K 0.03%
9,269
252
$746K 0.03%
7,333
+400
253
$743K 0.03%
15,367
-12
254
$742K 0.03%
5,796
255
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103,686
+26,555
256
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3,652
-85
257
$728K 0.03%
28,448
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258
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3,952
259
$713K 0.03%
4,412
260
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2,632
261
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19,522
262
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263
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12,433
264
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265
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9,006
-1,523
266
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269
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270
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271
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272
$646K 0.03%
11,381
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273
$632K 0.02%
3,159
-1,387
274
$631K 0.02%
21,207
-59
275
$631K 0.02%
2,867
-114
9 10
11
12 13