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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
901
$1K ﹤0.01%
27
-16
902
$1K ﹤0.01%
24
903
$1K ﹤0.01%
6
-7
904
$1K ﹤0.01%
19
905
$1K ﹤0.01%
17
906
$1K ﹤0.01%
16
-10
907
$1K ﹤0.01%
7
-33
908
$1K ﹤0.01%
13
909
$1K ﹤0.01%
60
910
$1K ﹤0.01%
17
911
$1K ﹤0.01%
30
912
$1K ﹤0.01%
24
913
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28
914
$1K ﹤0.01%
30
915
$1K ﹤0.01%
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916
$1K ﹤0.01%
50
917
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918
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919
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15
-15
920
$1K ﹤0.01%
6
921
$1K ﹤0.01%
7
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922
$1K ﹤0.01%
50
923
$1K ﹤0.01%
40
924
$1K ﹤0.01%
32
-26
925
$1K ﹤0.01%
42
35 36
37
38 39