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
651
$16K ﹤0.01%
225
652
$16K ﹤0.01%
1,100
653
$15K ﹤0.01%
1,000
654
$15K ﹤0.01%
1,335
-1,500
655
$15K ﹤0.01%
198
656
$15K ﹤0.01%
+547
657
$15K ﹤0.01%
400
658
$15K ﹤0.01%
+351
659
$15K ﹤0.01%
300
660
$15K ﹤0.01%
377
661
$15K ﹤0.01%
320
662
$14K ﹤0.01%
+300
663
$14K ﹤0.01%
124
664
$14K ﹤0.01%
108
665
$14K ﹤0.01%
100
666
$14K ﹤0.01%
+250
667
$14K ﹤0.01%
500
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668
$14K ﹤0.01%
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669
$14K ﹤0.01%
1,824
670
$14K ﹤0.01%
750
671
$14K ﹤0.01%
500
-500
672
$14K ﹤0.01%
405
673
$14K ﹤0.01%
+217
674
$14K ﹤0.01%
400
675
$14K ﹤0.01%
314
25 26
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