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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
$376M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.69M
3
+$2.33M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$2.09M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.87M

Top Sells

1
+$1.54M
2
+$427K
3
+$410K
4
DHR icon
Danaher
DHR
+$391K
5
JPM icon
JPMorgan Chase
JPM
+$384K

Sector Composition

1 Industrials 30.02%
2 Financials 12.17%
3 Healthcare 9.02%
4 Technology 7.38%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
195
727
$3K ﹤0.01%
40
728
$3K ﹤0.01%
105
-300
729
$3K ﹤0.01%
167
730
$3K ﹤0.01%
306
731
$3K ﹤0.01%
+200
732
$3K ﹤0.01%
1,500
733
$2K ﹤0.01%
186
734
$2K ﹤0.01%
100
735
$2K ﹤0.01%
45
736
$2K ﹤0.01%
45
-200
737
$2K ﹤0.01%
70
738
$2K ﹤0.01%
11
739
$2K ﹤0.01%
66
740
$2K ﹤0.01%
72
741
$2K ﹤0.01%
25
742
$2K ﹤0.01%
70
743
$2K ﹤0.01%
100
744
$2K ﹤0.01%
57
745
$2K ﹤0.01%
+1,000
746
$2K ﹤0.01%
100
747
$2K ﹤0.01%
150
+50
748
$1K ﹤0.01%
35
749
$1K ﹤0.01%
12
750
$1K ﹤0.01%
+226
28 29
30
31 32