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
326
$446K 0.02%
2,722
327
$440K 0.02%
3,510
-113
328
$439K 0.02%
1,731
-10
329
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3,700
330
$436K 0.02%
1,108
331
$432K 0.02%
19,530
+720
332
$428K 0.02%
7,590
333
$425K 0.02%
684
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334
$425K 0.02%
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335
$420K 0.02%
+17,465
336
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3,573
-61
337
$417K 0.02%
2,766
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338
$417K 0.02%
2,864
339
$416K 0.02%
2,808
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340
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341
$403K 0.02%
7,893
342
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343
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344
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11,294
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345
$400K 0.02%
3,144
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346
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347
$397K 0.02%
6,319
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348
$385K 0.02%
4,325
+300
349
$382K 0.02%
4,178
-25
350
$371K 0.01%
6,235
12 13
14
15 16