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
551
$30K 0.01%
700
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552
$30K 0.01%
400
553
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25
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$30K 0.01%
788
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+1,000
556
$30K 0.01%
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557
$29K 0.01%
455
558
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+509
559
$29K 0.01%
+1,000
560
$29K 0.01%
639
561
$29K 0.01%
+414
562
$29K 0.01%
1,488
563
$29K 0.01%
750
564
$28K 0.01%
1,191
+300
565
$28K 0.01%
1,351
566
$28K 0.01%
400
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567
$28K 0.01%
250
568
$28K 0.01%
400
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569
$28K 0.01%
+370
570
$27K 0.01%
+192
571
$27K 0.01%
9,500
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572
$26K 0.01%
200
573
$26K 0.01%
2,452
-1
574
$26K 0.01%
+275
575
$25K 0.01%
218
21 22
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