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
751
$8K ﹤0.01%
52
+33
752
$7K ﹤0.01%
168
753
$7K ﹤0.01%
+157
754
$7K ﹤0.01%
+170
755
$7K ﹤0.01%
235
-2,250
756
$7K ﹤0.01%
500
757
$7K ﹤0.01%
75
758
$6K ﹤0.01%
+90
759
$6K ﹤0.01%
117
760
$6K ﹤0.01%
50
761
$6K ﹤0.01%
134
762
$6K ﹤0.01%
380
763
$6K ﹤0.01%
163
764
$6K ﹤0.01%
+170
765
$6K ﹤0.01%
198
-1,595
766
$6K ﹤0.01%
98
-607
767
$6K ﹤0.01%
390
768
$6K ﹤0.01%
154
769
$6K ﹤0.01%
80
770
$6K ﹤0.01%
100
771
$5K ﹤0.01%
57
772
$5K ﹤0.01%
50
773
$5K ﹤0.01%
+250
774
$5K ﹤0.01%
+110
775
$5K ﹤0.01%
+85
29 30
31
32 33