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
$444M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,177
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.95M
3
+$803K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$787K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$645K

Top Sells

1
+$1.48M
2
+$1.19M
3
+$1.04M
4
CBRE icon
CBRE Group
CBRE
+$782K
5
XOM icon
Exxon Mobil
XOM
+$423K

Sector Composition

1 Industrials 33.73%
2 Financials 12.06%
3 Technology 8.16%
4 Healthcare 7.65%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
24
677
$2K ﹤0.01%
33
-19
678
$2K ﹤0.01%
16
-32
679
$2K ﹤0.01%
84
-180
680
$2K ﹤0.01%
21
681
$2K ﹤0.01%
+250
682
$2K ﹤0.01%
120
-255
683
$2K ﹤0.01%
13
-279
684
$2K ﹤0.01%
18
685
$2K ﹤0.01%
66
686
$2K ﹤0.01%
42
-3
687
$2K ﹤0.01%
34
688
$2K ﹤0.01%
105
689
$2K ﹤0.01%
27
690
$2K ﹤0.01%
72
691
$2K ﹤0.01%
58
692
$2K ﹤0.01%
55
-25
693
$2K ﹤0.01%
13
694
$2K ﹤0.01%
32
-18
695
$2K ﹤0.01%
32
696
$2K ﹤0.01%
50
-603
697
$2K ﹤0.01%
38
-56
698
$2K ﹤0.01%
29
699
$2K ﹤0.01%
17
-35
700
$2K ﹤0.01%
58
26 27
28
29 30