WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.06M
3
+$7.38M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.3M
5
META icon
Meta Platforms (Facebook)
META
+$4.05M

Top Sells

1
+$8.22M
2
+$1.47M
3
+$1.27M
4
IBM icon
IBM
IBM
+$1.15M
5
NMM icon
Navios Maritime Partners
NMM
+$1.07M

Sector Composition

1 Industrials 15.11%
2 Financials 13.19%
3 Healthcare 8.77%
4 Technology 8.52%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$96K 0.03%
1,580
-450
352
$95K 0.02%
1,400
+1,200
353
$95K 0.02%
522
354
$94K 0.02%
1,790
355
$93K 0.02%
+1,950
356
$92K 0.02%
970
357
$92K 0.02%
1,300
+150
358
$92K 0.02%
8,770
359
$92K 0.02%
1,316
+190
360
$92K 0.02%
+3,002
361
$92K 0.02%
2,360
362
$92K 0.02%
+1,894
363
$92K 0.02%
734
+634
364
$92K 0.02%
4,553
+4,222
365
$91K 0.02%
2,238
+482
366
$91K 0.02%
1,804
+200
367
$90K 0.02%
+3,543
368
$90K 0.02%
465
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369
$90K 0.02%
1,777
370
$87K 0.02%
2,200
+200
371
$86K 0.02%
1,290
372
$86K 0.02%
7,200
373
$85K 0.02%
+813
374
$85K 0.02%
706
-175
375
$84K 0.02%
1,438
13 14
15
16 17