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
601
$23K 0.01%
+470
602
$23K 0.01%
916
-970
603
$22K 0.01%
1,295
+1,260
604
$22K 0.01%
788
605
$22K 0.01%
500
606
$22K 0.01%
1,200
607
$22K 0.01%
+3,000
608
$22K 0.01%
500
609
$21K 0.01%
493
-1,544
610
$21K 0.01%
770
611
$20K 0.01%
714
612
$20K 0.01%
1,100
613
$20K 0.01%
+387
614
$20K 0.01%
508
+46
615
$20K 0.01%
100
616
$20K 0.01%
400
617
$20K 0.01%
700
618
$20K 0.01%
475
+225
619
$19K 0.01%
920
-400
620
$19K 0.01%
690
621
$19K 0.01%
+463
622
$19K 0.01%
1,040
623
$19K 0.01%
550
624
$19K 0.01%
550
-3,400
625
$19K 0.01%
1,175
23 24
25
26 27