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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
826
– –
-784
827
$0 ﹤0.01%
97
828
$0 ﹤0.01%
10
829
– –
-4,930
830
– –
-520
831
– –
-96
832
– –
-1,425
833
– –
-100
834
$0 ﹤0.01%
30
835
– –
-4
836
– –
-4,792
837
– –
-220
838
– –
-2,259
839
– –
-2,534
840
$0 ﹤0.01%
+5
841
– –
-1,468
842
– –
-1,086
30 31 32 33
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