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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
801
$0 ﹤0.01%
3
802
– –
-1,126
803
– –
-2,500
804
$0 ﹤0.01%
1
805
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-4,727
806
– –
-4,720
807
– –
-1,440
808
– –
-550
809
– –
-812
810
$0 ﹤0.01%
8
811
– –
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812
– –
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813
– –
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814
$0 ﹤0.01%
4
-19
815
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-1,606
816
$0 ﹤0.01%
3
-133
817
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818
$0 ﹤0.01%
125
819
– –
-370
820
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-1,950
821
– –
-520
822
$0 ﹤0.01%
14
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823
$0 ﹤0.01%
200
824
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825
$0 ﹤0.01%
40
30 31 32
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