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
326
$274K 0.02%
+17,754
327
$273K 0.02%
+7,343
328
$271K 0.02%
8,285
-2,518
329
$271K 0.02%
12,339
330
$270K 0.02%
1,640
+114
331
$270K 0.02%
5,420
-3,325
332
$269K 0.02%
+14,234
333
$265K 0.02%
3,700
334
$264K 0.02%
+7,547
335
$263K 0.02%
+12,700
336
$261K 0.02%
+9,082
337
$261K 0.02%
19,000
338
$255K 0.02%
+9,837
339
$254K 0.02%
4,900
-3,170
340
$254K 0.02%
+369
341
$254K 0.02%
+9,893
342
$252K 0.02%
+1,637
343
$252K 0.02%
+4,807
344
$248K 0.02%
3,044
-25
345
$247K 0.02%
578
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346
$247K 0.02%
2,475
-1,578
347
$244K 0.02%
6,143
-228
348
$242K 0.02%
5,000
349
$240K 0.02%
7,990
-2,220
350
$240K 0.02%
13,140
-816
12 13
14
15 16