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
$1.55B
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$23.7M
3
+$14.9M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$11.6M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$11.3M

Top Sells

1
+$65.9M
2
+$50.6M
3
+$36.4M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$29.8M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$26.3M

Sector Composition

1 Industrials 8.34%
2 Technology 5.49%
3 Financials 4.45%
4 Healthcare 3.9%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$451K 0.03%
22,556
-1,000
252
$449K 0.03%
+5,875
253
$445K 0.03%
7,150
+264
254
$445K 0.03%
+2,950
255
$444K 0.03%
+17,693
256
$443K 0.03%
9,475
-3,051
257
$437K 0.03%
7,225
258
$436K 0.03%
6,041
+830
259
$433K 0.03%
3,554
260
$432K 0.03%
17,579
+1,925
261
$426K 0.03%
+7,313
262
$406K 0.03%
2,308
+14
263
$403K 0.03%
3,189
+11
264
$403K 0.03%
4,109
+3
265
$403K 0.03%
2,420
-30
266
$403K 0.03%
+15,791
267
$403K 0.03%
19,387
+6,747
268
$399K 0.03%
26,352
+5,612
269
$397K 0.03%
7,913
270
$396K 0.03%
9,200
271
$396K 0.03%
5,668
-600
272
$388K 0.03%
4,729
+146
273
$388K 0.03%
7,187
+2,747
274
$380K 0.02%
4,030
275
$374K 0.02%
5,469
+989
9 10
11
12 13