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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
726
$1K ﹤0.01%
14
727
$1K ﹤0.01%
26
-31
728
$1K ﹤0.01%
19
729
$1K ﹤0.01%
15
730
$1K ﹤0.01%
62
731
$1K ﹤0.01%
43
732
$1K ﹤0.01%
42
733
$1K ﹤0.01%
5
734
$1K ﹤0.01%
29
735
$1K ﹤0.01%
22
736
$1K ﹤0.01%
24
737
$1K ﹤0.01%
20
-39
738
$1K ﹤0.01%
12
-11
739
$1K ﹤0.01%
19
740
$1K ﹤0.01%
38
741
$1K ﹤0.01%
49
742
$1K ﹤0.01%
10
743
$1K ﹤0.01%
14
744
$1K ﹤0.01%
23
745
$1K ﹤0.01%
95
-415
746
$1K ﹤0.01%
17
-30
747
$1K ﹤0.01%
19
748
$1K ﹤0.01%
55
749
$1K ﹤0.01%
6
750
$1K ﹤0.01%
20
28 29
30
31 32