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
801
$4K ﹤0.01%
155
802
$4K ﹤0.01%
260
803
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44
804
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220
805
$3K ﹤0.01%
37
806
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500
807
$3K ﹤0.01%
+70
808
$3K ﹤0.01%
177
-19
809
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40
810
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28
811
$3K ﹤0.01%
50
812
$3K ﹤0.01%
167
813
$3K ﹤0.01%
120
814
$3K ﹤0.01%
+400
815
$3K ﹤0.01%
100
816
$3K ﹤0.01%
100
817
$3K ﹤0.01%
450
818
$3K ﹤0.01%
9
+3
819
$2K ﹤0.01%
70
820
$2K ﹤0.01%
74
-1
821
$2K ﹤0.01%
100
822
$2K ﹤0.01%
57
823
$2K ﹤0.01%
34
824
$2K ﹤0.01%
600
825
$2K ﹤0.01%
100
31 32
33
34 35