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
$762M
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$27.7M
3
+$25.5M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$20.8M
5
IYR icon
iShares US Real Estate ETF
IYR
+$18.9M

Top Sells

1
+$4.13M
2
+$3.31M
3
+$2.64M
4
DXC icon
DXC Technology
DXC
+$2.47M
5
IVZ icon
Invesco
IVZ
+$1.96M

Sector Composition

1 Industrials 19.05%
2 Healthcare 9.66%
3 Technology 8.97%
4 Financials 8.84%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
+750
477
$12K ﹤0.01%
221
+21
478
$12K ﹤0.01%
100
479
$12K ﹤0.01%
3,802
480
$12K ﹤0.01%
90
-208
481
$11K ﹤0.01%
1,000
482
$11K ﹤0.01%
65
483
$11K ﹤0.01%
770
484
$11K ﹤0.01%
110
+10
485
$11K ﹤0.01%
800
486
$11K ﹤0.01%
150
487
$11K ﹤0.01%
230
-500
488
$10K ﹤0.01%
120
489
$10K ﹤0.01%
100
490
$10K ﹤0.01%
201
491
$10K ﹤0.01%
375
-125
492
$10K ﹤0.01%
345
493
$10K ﹤0.01%
211
494
$10K ﹤0.01%
80
495
$10K ﹤0.01%
+510
496
$10K ﹤0.01%
790
497
$10K ﹤0.01%
500
498
$9K ﹤0.01%
7
499
$9K ﹤0.01%
213
500
$9K ﹤0.01%
124
18 19
20
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