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
101
$5.33M 0.21%
51,913
-12,589
102
$5.27M 0.21%
169,327
-846
103
$5.24M 0.21%
47,947
-209,304
104
$5.2M 0.2%
97,060
-1,130
105
$5.14M 0.2%
59,687
+8,942
106
$4.99M 0.2%
257,832
+3,896
107
$4.94M 0.19%
45,787
+1,020
108
$4.91M 0.19%
96,645
+29,887
109
$4.76M 0.19%
80,850
+1,961
110
$4.33M 0.17%
45,894
-6,726
111
$4.27M 0.17%
90,452
-1,712
112
$4.14M 0.16%
25,205
-2,694
113
$3.98M 0.16%
20,350
+93
114
$3.97M 0.16%
17,821
+27
115
$3.94M 0.15%
72,451
+1,179
116
$3.91M 0.15%
65,154
117
$3.87M 0.15%
71,620
-3,098
118
$3.75M 0.15%
42,353
119
$3.74M 0.15%
146,208
-54
120
$3.7M 0.15%
31,288
-66
121
$3.69M 0.15%
70,399
+1,139
122
$3.6M 0.14%
32,552
-2,103
123
$3.46M 0.14%
46,055
-57
124
$3.21M 0.13%
32,139
+231
125
$3.14M 0.12%
23,628
+475
3 4
5
6 7