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
51
$11.9M 0.47%
79,861
+2,231
52
$11.8M 0.46%
101,868
+221
53
$11.7M 0.46%
196,966
+9,551
54
$11.5M 0.45%
238,030
+10,010
55
$11.5M 0.45%
103,980
+2,231
56
$11.3M 0.45%
58,442
+1,032
57
$11.3M 0.44%
32,534
+1,034
58
$11.3M 0.44%
+374,642
59
$11.1M 0.44%
52,400
+1,626
60
$11.1M 0.43%
85,781
+3,197
61
$11M 0.43%
28,261
+770
62
$11M 0.43%
212,104
+5,900
63
$10.6M 0.42%
496,708
+94,862
64
$10.2M 0.4%
251,550
+8,265
65
$10.1M 0.4%
92,710
+3,836
66
$10M 0.39%
37,746
+1,255
67
$9.61M 0.38%
16,693
+31
68
$9.49M 0.37%
434,734
+97,976
69
$9.2M 0.36%
148,999
+13,551
70
$9.09M 0.36%
79,182
+3,207
71
$9.06M 0.36%
79,985
-3,094
72
$8.87M 0.35%
+61,279
73
$8.79M 0.35%
100,909
-486
74
$8.18M 0.32%
207,070
+17,617
75
$7.79M 0.31%
69,597
+67,125
1 2
3
4 5