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
26
$16.9M 0.66%
128,343
-58,920
27
$16.6M 0.65%
765,989
+71,922
28
$16.4M 0.64%
74,847
-5,298
29
$16M 0.63%
770,120
-9,400
30
$15.9M 0.63%
105,867
+2,362
31
$15.5M 0.61%
720,799
+92,781
32
$15.3M 0.6%
93,671
+1,539
33
$14.9M 0.58%
34,706
-562
34
$14.2M 0.56%
74,090
+3
35
$13.7M 0.54%
97,694
+1,981
36
$13.5M 0.53%
158,304
-2,275
37
$13.4M 0.53%
121,577
+937
38
$13.4M 0.53%
607,335
+55,830
39
$13.1M 0.51%
134,597
-1,026
40
$13.1M 0.51%
235,650
+9,631
41
$12.7M 0.5%
52,562
+252
42
$12.7M 0.5%
46,459
+868
43
$12.6M 0.49%
46,451
+1,095
44
$12.5M 0.49%
48,010
+816
45
$12.4M 0.49%
560,803
+83,341
46
$12.3M 0.48%
177,271
+2,022
47
$12.3M 0.48%
169,274
-695
48
$12.3M 0.48%
72,467
+1,973
49
$12.1M 0.48%
77,286
+1,237
50
$12M 0.47%
363,666
-289,736
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