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
$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
826
$1K ﹤0.01%
4
827
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13
828
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22
-29
829
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6
830
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831
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-16
832
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15
833
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834
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835
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836
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837
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838
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839
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840
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8
841
$1K ﹤0.01%
33
842
$1K ﹤0.01%
1
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82
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844
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845
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35
846
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16
847
$1K ﹤0.01%
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848
$1K ﹤0.01%
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849
$1K ﹤0.01%
27
-42
850
$1K ﹤0.01%
8
32 33
34
35 36