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
451
$53K 0.01%
+445
452
$53K 0.01%
2,259
453
$52K 0.01%
727
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454
$52K 0.01%
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455
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+4,800
456
$52K 0.01%
800
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457
$51K 0.01%
2,700
-100
458
$50K 0.01%
667
459
$50K 0.01%
1,161
460
$50K 0.01%
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461
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1,150
462
$49K 0.01%
1,560
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463
$49K 0.01%
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464
$48K 0.01%
294
465
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4,750
466
$48K 0.01%
1,200
467
$48K 0.01%
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468
$47K 0.01%
550
469
$47K 0.01%
700
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471
$47K 0.01%
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472
$46K 0.01%
980
473
$46K 0.01%
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474
$46K 0.01%
2,250
475
$46K 0.01%
1,975
17 18
19
20 21