WSTAM
Wilbanks Smith & Thomas Asset Management Portfolio holdings
AUM
$3.57B
1-Year Return
21.11%
This Quarter Return
-0.75%
1 Year Return
+21.11%
3 Year Return
+25.23%
5 Year Return
+75.06%
10 Year Return
+189.06%
AUM
$2.55B
AUM Growth
-$3.35M
(-0.13%)
Cap. Flow
+$18.8M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
38.27%
Holding
533
New
41
Increased
188
Reduced
136
Closed
29
Top Buys
| 1 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$22.8M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$12.9M |
| 3 |
iShares Fallen Angels USD Bond ETF
FALN
|
$11.3M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$8.87M |
| 5 |
CRISPR Therapeutics
CRSP
|
$7.51M |
Top Sells
Sector Composition
| 1 | Technology | 8.62% |
| 2 | Industrials | 6.54% |
| 3 | Financials | 6.44% |
| 4 | Healthcare | 5.48% |
| 5 | Consumer Discretionary | 3.22% |
