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
451
$228K 0.01%
+1,250
452
$228K 0.01%
+10,690
453
$227K 0.01%
+679
454
$227K 0.01%
+440
455
$226K 0.01%
15,931
456
$226K 0.01%
1,483
457
$225K 0.01%
8,848
-383
458
$223K 0.01%
464
-62
459
$222K 0.01%
3,781
460
$222K 0.01%
5,383
+168
461
$222K 0.01%
4,060
462
$222K 0.01%
552
463
$221K 0.01%
694
464
$217K 0.01%
4,102
+8
465
$217K 0.01%
18,270
466
$216K 0.01%
3,088
-100
467
$216K 0.01%
1,120
468
$216K 0.01%
1,250
469
$213K 0.01%
+2,071
470
$213K 0.01%
3,540
471
$212K 0.01%
898
472
$211K 0.01%
+522
473
$211K 0.01%
+4,144
474
$211K 0.01%
3,016
-305
475
$210K 0.01%
18,800
17 18
19
20 21