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
501
$56K ﹤0.01%
24,766
502
$32K ﹤0.01%
+1,333
503
$22K ﹤0.01%
585
504
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-211,461
505
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-10,000
506
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-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
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-9,800
512
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-9,639
513
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-4,683
514
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-25,765
515
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-6,342
516
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0
517
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-1,903
518
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-3,199
519
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-33,185
520
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-98,674
521
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-241,961
522
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-404,186
523
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-1,512
524
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-808
525
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-1,118
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