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
476
$209K 0.01%
3,250
-266
477
$208K 0.01%
248
-48
478
$207K 0.01%
4,019
479
$204K 0.01%
2,910
480
$202K 0.01%
8,179
-24,000
481
$201K 0.01%
8,788
482
$201K 0.01%
5,058
483
$200K 0.01%
+12,128
484
$196K 0.01%
11,446
+73
485
$185K 0.01%
+2,805
486
$181K 0.01%
15,500
487
$173K 0.01%
+20,800
488
$151K 0.01%
10,000
489
$145K 0.01%
+10,677
490
$140K 0.01%
1,360
491
$127K 0.01%
12,600
492
$119K ﹤0.01%
11,800
493
$106K ﹤0.01%
+10,222
494
$105K ﹤0.01%
8,749
495
$100K ﹤0.01%
1,963
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496
$94K ﹤0.01%
10,000
497
$83K ﹤0.01%
10,000
498
$70K ﹤0.01%
12,000
499
$65K ﹤0.01%
1,061
+1
500
$60K ﹤0.01%
10,000
18 19
20
21 22