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
376
$218K 0.01%
+2,572
377
$218K 0.01%
5,695
378
$218K 0.01%
25,100
379
$215K 0.01%
+6,000
380
$215K 0.01%
+1,121
381
$212K 0.01%
+7,670
382
$211K 0.01%
+1,817
383
$210K 0.01%
16,007
+3,768
384
$209K 0.01%
+5,870
385
$208K 0.01%
9,767
-278
386
$207K 0.01%
+1,181
387
$206K 0.01%
+8,180
388
$206K 0.01%
+3,117
389
$206K 0.01%
+4,539
390
$205K 0.01%
+3,692
391
$205K 0.01%
+3,551
392
$204K 0.01%
+1,120
393
$201K 0.01%
2,966
-692
394
$195K 0.01%
20,400
+1,000
395
$194K 0.01%
10,448
-2,200
396
$190K 0.01%
+13,404
397
$189K 0.01%
14,600
+2,100
398
$186K 0.01%
10,282
-254,698
399
$108K 0.01%
11,000
400
$103K 0.01%
10,000
13 14 15
16
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