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WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
1-Year Est. Return 21.11%
This Fund
S&P 500
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
+$22.9M
2
+$13M
3
+$11.3M
4
SPLK
Splunk Inc
SPLK
+$8.92M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$8.43M

Top Sells

1
+$22.9M
2
+$11.1M
3
+$11.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$9.59M
5
MAR icon
Marriott International
MAR
+$9.5M

Sector Composition

1 Technology 8.59%
2 Industrials 6.57%
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
501
$56K ﹤0.01%
24,766
502
$32K ﹤0.01%
+1,333
503
$22K ﹤0.01%
585
504
– –
-211,461
505
– –
-10,000
506
– –
-3,321
507
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-2,695
508
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-1,046
509
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-1,156
510
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-2,596
511
– –
-9,800
512
– –
-9,639
513
– –
-25,765
514
– –
-6,342
515
– –
0
516
– –
-1,903
517
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-3,199
518
– –
-33,185
519
– –
-98,674
520
– –
-241,961
521
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-404,186
522
– –
-1,512
523
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-808
524
– –
-1,118
525
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-1,404
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