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
$383M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$8.19M
3
+$8.17M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.35M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.19M

Top Sells

1
+$8.22M
2
+$1.59M
3
+$1.24M
4
IBM icon
IBM
IBM
+$1.19M
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
451
$53K 0.01%
+445
452
$53K 0.01%
2,259
453
$52K 0.01%
727
-500
454
$52K 0.01%
2,849
-1,200
455
$52K 0.01%
+4,800
456
$52K 0.01%
800
-240
457
$51K 0.01%
2,700
-100
458
$50K 0.01%
667
459
$50K 0.01%
1,161
460
$50K 0.01%
+479
461
$50K 0.01%
1,150
462
$49K 0.01%
1,560
+800
463
$49K 0.01%
2,190
464
$48K 0.01%
294
465
$48K 0.01%
4,750
466
$48K 0.01%
1,200
467
$48K 0.01%
1,105
468
$47K 0.01%
707
+525
469
$47K 0.01%
1,746
+900
470
$47K 0.01%
550
471
$47K 0.01%
700
-600
472
$46K 0.01%
4,739
473
$46K 0.01%
2,250
474
$46K 0.01%
1,975
475
$46K 0.01%
952
+652
17 18
19
20 21