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
351
$238K 0.02%
18,850
352
$237K 0.02%
2,103
353
$237K 0.02%
+5,736
354
$234K 0.02%
+2,822
355
$234K 0.02%
2,373
-92
356
$233K 0.02%
6,886
-296
357
$233K 0.02%
2,769
-172
358
$233K 0.02%
4,613
-863
359
$232K 0.02%
2,337
360
$232K 0.02%
+6,882
361
$232K 0.02%
+3,094
362
$232K 0.02%
+5,163
363
$231K 0.01%
+4,224
364
$231K 0.01%
4,037
365
$230K 0.01%
5,347
-184
366
$229K 0.01%
+5,269
367
$229K 0.01%
4,076
368
$228K 0.01%
+3,290
369
$228K 0.01%
+13,032
370
$225K 0.01%
12,604
+135
371
$225K 0.01%
19,806
-28,686
372
$220K 0.01%
+2,425
373
$219K 0.01%
+1,709
374
$219K 0.01%
4,571
-14
375
$219K 0.01%
8,600
-393
13 14
15
16 17