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
476
$46K 0.01%
952
+652
477
$46K 0.01%
1,852
+852
478
$46K 0.01%
950
479
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480
$46K 0.01%
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481
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482
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483
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450
484
$45K 0.01%
2,280
485
$44K 0.01%
1,260
486
$43K 0.01%
575
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487
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488
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489
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492
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493
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494
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495
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300
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499
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900
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500
$40K 0.01%
827
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18 19
20
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