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
151
$2.16M 0.08%
42,863
-1,230
152
$2.13M 0.08%
38,075
+7,005
153
$2.12M 0.08%
83,626
+67,011
154
$2.09M 0.08%
12,491
+213
155
$2.07M 0.08%
20,418
+376
156
$2M 0.08%
41,573
+426
157
$1.99M 0.08%
27,283
+922
158
$1.99M 0.08%
7,104
159
$1.96M 0.08%
25,005
-217
160
$1.96M 0.08%
34,129
-23
161
$1.96M 0.08%
39,621
+2,543
162
$1.95M 0.08%
38,692
-471
163
$1.83M 0.07%
17,397
+1,007
164
$1.78M 0.07%
35,888
-21
165
$1.77M 0.07%
29,485
-5,499
166
$1.75M 0.07%
29,817
-5,438
167
$1.75M 0.07%
13,180
+40
168
$1.7M 0.07%
40,057
-5,269
169
$1.69M 0.07%
11,630
+41
170
$1.65M 0.06%
6,822
-288
171
$1.63M 0.06%
80,239
+1,822
172
$1.61M 0.06%
79,678
-1,240
173
$1.61M 0.06%
79,190
+1,119
174
$1.59M 0.06%
22,540
175
$1.57M 0.06%
27,641
-1,673
5 6
7
8 9