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
401
$285K 0.01%
4,563
402
$284K 0.01%
4,008
403
$283K 0.01%
1,335
+205
404
$282K 0.01%
6,641
405
$281K 0.01%
11,000
406
$280K 0.01%
3,443
-2,518
407
$280K 0.01%
5,675
408
$280K 0.01%
+4,531
409
$277K 0.01%
1,805
410
$277K 0.01%
7,542
411
$276K 0.01%
21,250
412
$273K 0.01%
5,748
-101
413
$273K 0.01%
4,420
414
$273K 0.01%
28,307
415
$272K 0.01%
1,550
-46
416
$272K 0.01%
3,857
+45
417
$271K 0.01%
6,000
418
$271K 0.01%
+5,381
419
$269K 0.01%
17,000
420
$267K 0.01%
+5,702
421
$266K 0.01%
+5,992
422
$264K 0.01%
8,900
+2,500
423
$263K 0.01%
1,515
-114
424
$263K 0.01%
3,620
-522
425
$260K 0.01%
15,131
15 16
17
18 19