WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.06M
3
+$7.38M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.3M
5
META icon
Meta Platforms (Facebook)
META
+$4.05M

Top Sells

1
+$8.22M
2
+$1.47M
3
+$1.27M
4
IBM icon
IBM
IBM
+$1.15M
5
NMM icon
Navios Maritime Partners
NMM
+$1.07M

Sector Composition

1 Industrials 15.11%
2 Financials 13.19%
3 Healthcare 8.77%
4 Technology 8.52%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$391K 0.1%
1,152
-1
152
$381K 0.1%
5,816
-25
153
$380K 0.1%
6,157
154
$379K 0.1%
11,500
155
$376K 0.1%
4,551
156
$364K 0.1%
12,714
-2,553
157
$363K 0.09%
9,200
+1,200
158
$360K 0.09%
3,250
-15
159
$356K 0.09%
1,716
-73
160
$336K 0.09%
6,281
+3,025
161
$335K 0.09%
6,947
162
$330K 0.09%
6,994
-6,826
163
$324K 0.08%
2,826
+49
164
$321K 0.08%
5,550
165
$320K 0.08%
1,212
+832
166
$318K 0.08%
13,625
+5,283
167
$317K 0.08%
5,934
+526
168
$312K 0.08%
4,756
-2,217
169
$311K 0.08%
4,000
170
$311K 0.08%
16,302
171
$311K 0.08%
3,772
-1
172
$308K 0.08%
18,410
173
$295K 0.08%
9,646
+1,306
174
$292K 0.08%
7,335
175
$284K 0.07%
3,201
+127
5 6
7
8 9