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
301
$306K 0.02%
12,342
+514
302
$306K 0.02%
3,526
-54
303
$302K 0.02%
4,412
+157
304
$302K 0.02%
8,330
-115
305
$302K 0.02%
2,561
-331
306
$301K 0.02%
5,576
307
$296K 0.02%
2,484
+458
308
$296K 0.02%
6,200
-335
309
$296K 0.02%
2,864
310
$293K 0.02%
6,330
+23
311
$292K 0.02%
3,414
+194
312
$291K 0.02%
4,037
313
$290K 0.02%
8,388
+2,096
314
$290K 0.02%
8,910
315
$289K 0.02%
5,428
+128
316
$287K 0.02%
3,421
317
$285K 0.02%
5,686
318
$284K 0.02%
16,317
319
$284K 0.02%
+4,806
320
$280K 0.02%
812
+16
321
$280K 0.02%
+10,968
322
$279K 0.02%
8,597
323
$278K 0.02%
4,618
+324
324
$278K 0.02%
2,958
-83
325
$277K 0.02%
4,428
-94
11 12
13
14 15