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
701
$11K ﹤0.01%
189
702
$11K ﹤0.01%
500
-1,055
703
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300
704
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250
-115
705
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500
706
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510
707
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325
+100
708
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+145
709
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400
710
$10K ﹤0.01%
1,000
711
$10K ﹤0.01%
1,440
712
$10K ﹤0.01%
123
-365
713
$10K ﹤0.01%
300
714
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22
715
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923
716
$10K ﹤0.01%
56
717
$10K ﹤0.01%
+400
718
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240
719
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+200
720
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200
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
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