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
376
$315K 0.01%
9,995
-3,299
377
$315K 0.01%
2,259
-1,660
378
$314K 0.01%
1,505
+18
379
$311K 0.01%
2,505
380
$310K 0.01%
874
381
$306K 0.01%
3,950
382
$305K 0.01%
+5,081
383
$303K 0.01%
2,000
-100
384
$303K 0.01%
+2,978
385
$301K 0.01%
+19,844
386
$301K 0.01%
+22,818
387
$298K 0.01%
9,085
388
$296K 0.01%
407
+5
389
$296K 0.01%
9,888
390
$295K 0.01%
20,072
391
$293K 0.01%
1,576
392
$292K 0.01%
16,414
393
$292K 0.01%
15,800
+2,800
394
$291K 0.01%
6,668
395
$290K 0.01%
+3,714
396
$290K 0.01%
7,480
+460
397
$289K 0.01%
6,508
398
$289K 0.01%
9,900
399
$289K 0.01%
2,970
+400
400
$288K 0.01%
+2,998
14 15
16
17 18