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
176
$1.56M 0.06%
5,922
-16
177
$1.55M 0.06%
5,268
+103
178
$1.48M 0.06%
4,138
+227
179
$1.47M 0.06%
17,115
+255
180
$1.47M 0.06%
39,852
+3,634
181
$1.45M 0.06%
24,860
+209
182
$1.44M 0.06%
22,458
-722
183
$1.42M 0.06%
5,508
+333
184
$1.37M 0.05%
7,008
-208
185
$1.36M 0.05%
3,931
-402
186
$1.35M 0.05%
17,846
-616
187
$1.34M 0.05%
11,055
+698
188
$1.34M 0.05%
26,084
-9,302
189
$1.33M 0.05%
16,460
190
$1.33M 0.05%
43,285
-14,865
191
$1.33M 0.05%
28,338
+1,515
192
$1.33M 0.05%
21,641
193
$1.33M 0.05%
+49,090
194
$1.29M 0.05%
3,848
-122
195
$1.29M 0.05%
5,848
-336
196
$1.28M 0.05%
29,971
+86
197
$1.25M 0.05%
3,306
198
$1.25M 0.05%
86,078
199
$1.24M 0.05%
19,189
+157
200
$1.23M 0.05%
8,401
-64
6 7
8
9 10