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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
701
$2K ﹤0.01%
300
702
$2K ﹤0.01%
29
703
$2K ﹤0.01%
40
704
$2K ﹤0.01%
+25
705
$2K ﹤0.01%
47
-53
706
$2K ﹤0.01%
50
707
$2K ﹤0.01%
100
708
$2K ﹤0.01%
40
709
$2K ﹤0.01%
22
710
$2K ﹤0.01%
6
-6
711
$2K ﹤0.01%
119
-6,610
712
$2K ﹤0.01%
12
713
$2K ﹤0.01%
43
714
$2K ﹤0.01%
11
715
$1K ﹤0.01%
23
-16
716
$1K ﹤0.01%
25
717
$1K ﹤0.01%
7
718
$1K ﹤0.01%
144
719
$1K ﹤0.01%
13
720
$1K ﹤0.01%
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-16
721
$1K ﹤0.01%
9
-10
722
$1K ﹤0.01%
54
-32
723
$1K ﹤0.01%
47
724
$1K ﹤0.01%
+30
725
$1K ﹤0.01%
16
27 28
29
30 31