WST Investment Trust's WSTCM Credit Select Risk-Managed Fund (WAMIX) has disclosed 6 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2024-02-29. The current portfolio value is calculated to be $131.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 56%.
WSTCM Credit Select Risk-Managed Fund (WAMIX)'s
Total Assets is $148.07 Mil , Total Liabilities is $97,750.00 , Net Assets is $147.97 Mil.
In WSTCM Credit Select Risk-Managed Fund (WAMIX)'s current portfolio as of 2024-02-29, the top 5 holdings are
Xtrackers USD High Yield Corporate Bond ETF (HYLB), SPDR Bloomberg 1-3 Month T-Bill ETF (BIL), SPDR Portfolio High Yield Bond ETF (SPHY), Invesco Senior Loan ETF (BKLN) and iShares 0-5 Year High Yield Corporate Bond ETF (SHYG),
not including call and put options.
WSTCM Credit Select Risk-Managed Fund (WAMIX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for WSTCM Credit Select Risk-Managed Fund (WAMIX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for WSTCM Credit Select Risk-Managed Fund (WAMIX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for WSTCM Credit Select Risk-Managed Fund.
