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
1126
$0 ﹤0.01%
15
1127
– –
-73
1128
– –
-50
1129
$0 ﹤0.01%
57
1130
– –
-6
1131
$0 ﹤0.01%
+5
1132
$0 ﹤0.01%
9
1133
– –
-109
1134
$0 ﹤0.01%
47
1135
– –
-31
1136
– –
-41
1137
– –
-68
1138
– –
-52
1139
$0 ﹤0.01%
+1
1140
$0 ﹤0.01%
+3
1141
– –
-39
1142
– –
-31
1143
– –
-17
1144
– –
-62
1145
$0 ﹤0.01%
11
1146
– –
-182
1147
– –
-107
1148
– –
-1,000
1149
– –
-75
1150
– –
-121
44 45
46
47 48