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
201
$1.23M 0.05%
34,501
+2,352
202
$1.22M 0.05%
44,574
+5,221
203
$1.21M 0.05%
3,349
-558
204
$1.19M 0.05%
21,466
-8,512
205
$1.19M 0.05%
4,252
206
$1.16M 0.05%
42,605
207
$1.16M 0.05%
10,361
-69
208
$1.15M 0.05%
17,189
209
$1.14M 0.04%
21,720
+1,640
210
$1.14M 0.04%
23,906
+1,723
211
$1.14M 0.04%
2,686
212
$1.14M 0.04%
24,019
213
$1.13M 0.04%
11,951
-266
214
$1.12M 0.04%
1,965
+13
215
$1.11M 0.04%
15,514
+294
216
$1.11M 0.04%
3,275
217
$1.08M 0.04%
6,221
218
$1.06M 0.04%
19,439
-386
219
$1.06M 0.04%
6,374
+1
220
$1.05M 0.04%
18,225
+1,091
221
$1.05M 0.04%
33,029
-523
222
$1.05M 0.04%
7,740
+90
223
$1.04M 0.04%
59,856
-1,266
224
$1.03M 0.04%
4,010
-31
225
$1M 0.04%
4,583
7 8
9
10 11