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
401
$72K 0.02%
+1,403
402
$72K 0.02%
533
-31
403
$72K 0.02%
391
404
$71K 0.02%
1,331
405
$71K 0.02%
891
-297
406
$71K 0.02%
665
-185
407
$70K 0.02%
772
408
$70K 0.02%
4,433
409
$68K 0.02%
1,465
410
$68K 0.02%
1,080
+9
411
$68K 0.02%
1,881
412
$67K 0.02%
805
-65
413
$67K 0.02%
1,445
414
$66K 0.02%
1,975
-64
415
$66K 0.02%
1,786
416
$66K 0.02%
640
-50
417
$65K 0.02%
8,130
-300
418
$64K 0.02%
1,072
419
$64K 0.02%
836
-273
420
$63K 0.02%
1,346
+1,188
421
$63K 0.02%
812
422
$62K 0.02%
1,539
+431
423
$62K 0.02%
430
424
$62K 0.02%
+646
425
$61K 0.02%
+1,813
15 16
17
18 19