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
351
$365K 0.01%
3,554
352
$360K 0.01%
18,924
353
$355K 0.01%
2,336
+25
354
$353K 0.01%
5,227
-26
355
$352K 0.01%
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356
$348K 0.01%
6,848
357
$348K 0.01%
5,700
-860
358
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+3,224
359
$344K 0.01%
+8,500
360
$343K 0.01%
14,000
361
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15,500
362
$339K 0.01%
1,640
-298
363
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2,220
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364
$332K 0.01%
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365
$331K 0.01%
8,910
366
$331K 0.01%
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367
$330K 0.01%
4,000
368
$330K 0.01%
4,553
369
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11,700
370
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12,114
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371
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2,906
372
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4,653
373
$325K 0.01%
10,380
-140
374
$322K 0.01%
+8,247
375
$317K 0.01%
9,194
13 14
15
16 17