WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.6M
3
+$12.6M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$12M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$6.89M

Top Sells

1
+$10.7M
2
+$6.77M
3
+$4.89M
4
MSFT icon
Microsoft
MSFT
+$1.75M
5
PANW icon
Palo Alto Networks
PANW
+$1.6M

Sector Composition

1 Technology 18.88%
2 Industrials 11.95%
3 Financials 8.95%
4 Healthcare 8.67%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,650
227
– –
-13,636
228
– –
-10,334
229
– –
-1,467
230
– –
-9,444
6 7 8 9
10