WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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
+$16.9M
2
+$8.19M
3
+$8.17M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.35M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.19M

Top Sells

1
+$8.22M
2
+$1.59M
3
+$1.24M
4
IBM icon
IBM
IBM
+$1.19M
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
701
$11K ﹤0.01%
510
702
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+145
703
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250
704
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189
705
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500
-1,055
706
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300
707
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250
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500
709
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400
710
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711
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923
712
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56
713
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+400
714
$10K ﹤0.01%
1,000
715
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240
716
$10K ﹤0.01%
+200
717
$10K ﹤0.01%
1,440
718
$10K ﹤0.01%
123
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719
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300
720
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22
721
$9K ﹤0.01%
+300
722
$9K ﹤0.01%
+150
723
$9K ﹤0.01%
175
724
$9K ﹤0.01%
+215
725
$9K ﹤0.01%
155
27 28
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