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
551
$30K 0.01%
1,053
552
$30K 0.01%
400
553
$30K 0.01%
25
554
$30K 0.01%
788
555
$30K 0.01%
+1,000
556
$30K 0.01%
780
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557
$29K 0.01%
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558
$29K 0.01%
+1,000
559
$29K 0.01%
639
560
$29K 0.01%
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561
$29K 0.01%
1,488
562
$29K 0.01%
750
563
$29K 0.01%
455
564
$28K 0.01%
1,191
+300
565
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566
$28K 0.01%
400
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567
$28K 0.01%
250
568
$28K 0.01%
400
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569
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$27K 0.01%
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$27K 0.01%
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572
$26K 0.01%
200
573
$26K 0.01%
2,452
-1
574
$26K 0.01%
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575
$25K 0.01%
218
21 22
23
24 25