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
476
$46K 0.01%
1,852
+852
477
$46K 0.01%
950
478
$46K 0.01%
1,305
479
$46K 0.01%
988
480
$46K 0.01%
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482
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483
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450
484
$45K 0.01%
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485
$44K 0.01%
1,260
486
$43K 0.01%
575
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487
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240
488
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489
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555
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490
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689
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493
$42K 0.01%
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494
$42K 0.01%
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495
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450
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300
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$40K 0.01%
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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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