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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
751
$1K ﹤0.01%
31
752
$1K ﹤0.01%
7
-8
753
$1K ﹤0.01%
17
754
$1K ﹤0.01%
29
-25
755
$1K ﹤0.01%
20
756
$1K ﹤0.01%
+48
757
$1K ﹤0.01%
65
758
$1K ﹤0.01%
57
759
$1K ﹤0.01%
+16
760
$1K ﹤0.01%
22
761
$1K ﹤0.01%
49
762
$1K ﹤0.01%
35
763
$1K ﹤0.01%
10
-11
764
$1K ﹤0.01%
17
765
$1K ﹤0.01%
37
766
$1K ﹤0.01%
6
767
$1K ﹤0.01%
16
768
$1K ﹤0.01%
99
769
$1K ﹤0.01%
15
-9
770
$1K ﹤0.01%
14
771
$1K ﹤0.01%
12
772
$1K ﹤0.01%
59
773
$1K ﹤0.01%
20
774
$1K ﹤0.01%
12
775
$1K ﹤0.01%
16
-90
29 30
31
32 33