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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
851
$1K ﹤0.01%
84
852
$1K ﹤0.01%
34
853
$1K ﹤0.01%
11
854
$1K ﹤0.01%
27
855
$1K ﹤0.01%
25
-25
856
$1K ﹤0.01%
14
857
$1K ﹤0.01%
16
858
$1K ﹤0.01%
32
859
$1K ﹤0.01%
22
860
$1K ﹤0.01%
7
861
$1K ﹤0.01%
67
862
$1K ﹤0.01%
22
863
$1K ﹤0.01%
120
-158
864
$1K ﹤0.01%
13
865
$1K ﹤0.01%
27
-14
866
$1K ﹤0.01%
32
867
$1K ﹤0.01%
+33
868
$1K ﹤0.01%
13
869
$1K ﹤0.01%
103
870
$1K ﹤0.01%
47
871
$1K ﹤0.01%
16
872
$1K ﹤0.01%
53
873
$1K ﹤0.01%
5
874
$1K ﹤0.01%
41
875
$1K ﹤0.01%
67
-1
33 34
35
36 37