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
526
$35K 0.01%
671
+335
527
$35K 0.01%
580
-2,495
528
$35K 0.01%
599
529
$34K 0.01%
262
530
$34K 0.01%
500
531
$34K 0.01%
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532
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+820
533
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500
534
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700
535
$34K 0.01%
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536
$34K 0.01%
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537
$33K 0.01%
617
538
$33K 0.01%
1,395
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539
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540
$33K 0.01%
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541
$33K 0.01%
500
542
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543
$32K 0.01%
1,972
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544
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450
545
$32K 0.01%
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$31K 0.01%
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547
$31K 0.01%
925
548
$30K 0.01%
1,053
549
$30K 0.01%
300
550
$30K 0.01%
740
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