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
76
$7.78M 0.31%
299,159
+24,322
77
$7.76M 0.3%
288,165
+22,955
78
$7.73M 0.3%
276,620
+38,235
79
$7.69M 0.3%
70,458
+2,355
80
$7.65M 0.3%
152,526
+8,674
81
$7.64M 0.3%
130,318
+77,593
82
$7.48M 0.29%
145,924
+512
83
$7.44M 0.29%
176,542
84
$7.33M 0.29%
157,842
+5,652
85
$7.21M 0.28%
3,039
+222
86
$7.17M 0.28%
273,981
+14,966
87
$7.17M 0.28%
159,977
+15,683
88
$7.13M 0.28%
32,099
-146
89
$7.09M 0.28%
53,200
+180
90
$7M 0.27%
162,659
+10,744
91
$6.94M 0.27%
94,452
+2,186
92
$6.83M 0.27%
254,151
+37,048
93
$6.6M 0.26%
438,943
+25,148
94
$6.46M 0.25%
482,771
95
$6.27M 0.25%
71,631
-423
96
$6.26M 0.25%
338,464
-1,432
97
$6.08M 0.24%
149,119
-8,562
98
$5.76M 0.23%
14
99
$5.45M 0.21%
258,209
-48,060
100
$5.36M 0.21%
64,994
-38
2 3
4
5 6