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
376
$84K 0.02%
1,953
-2,464
377
$83K 0.02%
1,820
+400
378
$83K 0.02%
800
379
$83K 0.02%
2,133
380
$83K 0.02%
895
-1,355
381
$83K 0.02%
2,680
382
$82K 0.02%
2,170
383
$82K 0.02%
1,000
384
$81K 0.02%
1,163
385
$81K 0.02%
712
+150
386
$81K 0.02%
2,920
387
$81K 0.02%
+1,390
388
$80K 0.02%
1,205
-1,000
389
$79K 0.02%
1,468
390
$79K 0.02%
+2,170
391
$78K 0.02%
+4,365
392
$78K 0.02%
+1,388
393
$78K 0.02%
830
-1,123
394
$78K 0.02%
3,202
+2,422
395
$78K 0.02%
3,849
+3,790
396
$77K 0.02%
1,184
397
$76K 0.02%
659
398
$75K 0.02%
3,471
399
$73K 0.02%
1,500
400
$73K 0.02%
+2,130
14 15
16
17 18