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
426
$260K 0.01%
1,537
-476
427
$259K 0.01%
5,804
428
$259K 0.01%
11,330
+258
429
$257K 0.01%
3,781
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430
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431
$255K 0.01%
8,840
432
$253K 0.01%
+1,693
433
$250K 0.01%
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434
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435
$247K 0.01%
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436
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437
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3,786
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438
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439
$246K 0.01%
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440
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441
$244K 0.01%
4,495
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442
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443
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444
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445
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446
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447
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+47,794
448
$231K 0.01%
3,894
449
$230K 0.01%
3,650
450
$229K 0.01%
+942
16 17
18
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