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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$18.9M
3
+$17.9M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$15.3M
5
NVDA icon
NVIDIA
NVDA
+$12.4M

Top Sells

1
+$13.8M
2
+$9.2M
3
+$4.73M
4
CMCSA icon
Comcast
CMCSA
+$3.08M
5
PANW icon
Palo Alto Networks
PANW
+$1.03M

Sector Composition

1 Industrials 20.87%
2 Technology 20.24%
3 Financials 9.56%
4 Healthcare 9.1%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$208K 0.02%
+5,819
227
$208K 0.02%
+2,890
228
$206K 0.02%
3,410
-300
229
$203K 0.02%
2,188
-341
230
$153K 0.01%
2,552
231
$116K 0.01%
+125
232
$64K 0.01%
82
233
$15K ﹤0.01%
99
234
$15K ﹤0.01%
556
235
– –
-3,531
236
– –
-5,707
237
– –
-1,930
238
– –
-2,771
239
– –
-9,878
6 7 8 9
10