We are live on ! Find out more
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
1076
– –
-57
1077
– –
-400
1078
– –
-140
1079
$0 ﹤0.01%
10
-22
1080
– –
-70
1081
$0 ﹤0.01%
43
1082
$0 ﹤0.01%
57
1083
– –
-28
1084
– –
-32
1085
– –
-54
1086
– –
-65
1087
– –
-45
1088
– –
-83
1089
– –
-28
1090
$0 ﹤0.01%
+12
1091
– –
-34
1092
– –
-947
1093
– –
-51
1094
– –
-25
1095
– –
-30
1096
– –
-22
1097
– –
-100
1098
– –
-42
1099
– –
-54
1100
$0 ﹤0.01%
51
42 43
44
45 46