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
276
$374K 0.02%
2,744
277
$374K 0.02%
4,665
-223
278
$370K 0.02%
8,256
279
$367K 0.02%
3,860
280
$367K 0.02%
16,869
+6,988
281
$364K 0.02%
7,031
+767
282
$362K 0.02%
+4,264
283
$357K 0.02%
8,186
-97
284
$357K 0.02%
12,010
285
$344K 0.02%
14,784
-1,524
286
$344K 0.02%
2,953
-10
287
$342K 0.02%
2,140
288
$339K 0.02%
4,457
289
$326K 0.02%
1,259
+1
290
$323K 0.02%
5,704
291
$322K 0.02%
9,680
292
$321K 0.02%
1,067
293
$321K 0.02%
2,972
-47
294
$320K 0.02%
3,397
+629
295
$318K 0.02%
1,805
296
$315K 0.02%
18,350
+6,793
297
$315K 0.02%
4,309
298
$311K 0.02%
17,131
+3,148
299
$307K 0.02%
+7,970
300
$306K 0.02%
1,478
-207
10 11
12
13 14