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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
1001
$1K ﹤0.01%
70
1002
$1K ﹤0.01%
13
1003
$1K ﹤0.01%
1
1004
$1K ﹤0.01%
16
1005
$1K ﹤0.01%
33
1006
$1K ﹤0.01%
8
1007
$1K ﹤0.01%
42
-41
1008
$1K ﹤0.01%
68
-51
1009
$1K ﹤0.01%
70
1010
$1K ﹤0.01%
38
1011
$0 ﹤0.01%
17
1012
$0 ﹤0.01%
54
1013
– –
-22
1014
– –
-87
1015
– –
-27
1016
– –
-18
1017
– –
-140
1018
– –
-47
1019
– –
-41
1020
– –
-22
1021
– –
-9,300
1022
– –
-40
1023
$0 ﹤0.01%
3
1024
$0 ﹤0.01%
5
-6
1025
– –
-1,841
39 40
41
42 43