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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
926
$1K ﹤0.01%
26
-53
927
$1K ﹤0.01%
20
928
$1K ﹤0.01%
111
-110
929
$1K ﹤0.01%
78
930
$1K ﹤0.01%
33
931
$1K ﹤0.01%
18
-7
932
$1K ﹤0.01%
5
933
$1K ﹤0.01%
19
934
$1K ﹤0.01%
36
-60
935
$1K ﹤0.01%
6
936
$1K ﹤0.01%
12
937
$1K ﹤0.01%
10
938
$1K ﹤0.01%
20
939
$1K ﹤0.01%
8
-15
940
$1K ﹤0.01%
21
941
$1K ﹤0.01%
36
942
$1K ﹤0.01%
105
-116
943
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944
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16
945
$1K ﹤0.01%
44
946
$1K ﹤0.01%
18
947
$1K ﹤0.01%
22
-25
948
$1K ﹤0.01%
40
949
$1K ﹤0.01%
68
950
$1K ﹤0.01%
34
36 37
38
39 40