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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
551
$3K ﹤0.01%
+50
552
$3K ﹤0.01%
980
553
$3K ﹤0.01%
60
-900
554
$3K ﹤0.01%
+75
555
$3K ﹤0.01%
100
556
$3K ﹤0.01%
156
557
$3K ﹤0.01%
88
558
$3K ﹤0.01%
35
559
$3K ﹤0.01%
1
560
$3K ﹤0.01%
54
561
$3K ﹤0.01%
25
562
$3K ﹤0.01%
500
563
$3K ﹤0.01%
114
564
$2K ﹤0.01%
49
565
$2K ﹤0.01%
11
-179
566
$2K ﹤0.01%
184
567
$2K ﹤0.01%
26
568
$2K ﹤0.01%
27
569
$2K ﹤0.01%
50
-258
570
$2K ﹤0.01%
60
-200
571
$2K ﹤0.01%
45
572
$2K ﹤0.01%
177
573
$2K ﹤0.01%
70
574
$2K ﹤0.01%
150
575
$2K ﹤0.01%
+129
21 22
23
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