We are live on ! Find out more
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
626
$0 ﹤0.01%
2
627
– –
-17
628
– –
-11,340
629
– –
-100
630
$0 ﹤0.01%
4
631
– –
-1,010
632
– –
-200
633
– –
-250
634
$0 ﹤0.01%
21
635
– –
-2,800
636
– –
-500
637
– –
-66
638
– –
-8,929
639
– –
-3,760
640
$0 ﹤0.01%
11
641
$0 ﹤0.01%
3
642
$0 ﹤0.01%
1
643
– –
-23
644
$0 ﹤0.01%
59
-4,090
645
$0 ﹤0.01%
4
-3
646
– –
-350
647
$0 ﹤0.01%
12
648
– –
-5,516
649
– –
-600
650
$0 ﹤0.01%
4
24 25
26
27 28