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
126
$3.13M 0.12%
15,408
+180
127
$3.13M 0.12%
73,329
128
$3.09M 0.12%
13,385
-410
129
$3.07M 0.12%
31,428
+3,037
130
$2.96M 0.12%
25,677
-3,814
131
$2.92M 0.11%
10,081
-81
132
$2.87M 0.11%
7,695
+48
133
$2.85M 0.11%
40,003
+3,988
134
$2.84M 0.11%
85,085
+67,025
135
$2.82M 0.11%
8,590
-107
136
$2.8M 0.11%
8,237
+28
137
$2.68M 0.11%
26,288
+16,269
138
$2.64M 0.1%
42,583
-2,175
139
$2.62M 0.1%
26,336
+23,798
140
$2.58M 0.1%
114,657
+918
141
$2.54M 0.1%
70,981
+234
142
$2.47M 0.1%
46,358
+967
143
$2.43M 0.1%
119,157
-2,990
144
$2.39M 0.09%
5,319
+99
145
$2.39M 0.09%
24,969
+2,610
146
$2.37M 0.09%
14,624
-596
147
$2.3M 0.09%
9,516
+39
148
$2.29M 0.09%
13,534
-375
149
$2.23M 0.09%
10,464
-47
150
$2.21M 0.09%
71,973
4 5
6
7 8