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
176
$284K 0.07%
2,594
+244
177
$282K 0.07%
2,309
178
$276K 0.07%
1,073
-25
179
$275K 0.07%
6,275
180
$274K 0.07%
1,287
181
$261K 0.07%
18,746
182
$255K 0.07%
4,200
183
$255K 0.07%
6,364
-1,634
184
$253K 0.07%
3,030
-200
185
$252K 0.07%
2,826
-291
186
$246K 0.06%
5,002
187
$244K 0.06%
24,330
188
$243K 0.06%
6,892
189
$243K 0.06%
12,400
190
$238K 0.06%
3,834
191
$238K 0.06%
4,166
+1,060
192
$238K 0.06%
4,270
193
$238K 0.06%
2,127
+1,582
194
$237K 0.06%
6,560
-3,600
195
$235K 0.06%
3,545
196
$235K 0.06%
1,267
197
$232K 0.06%
5,088
+368
198
$232K 0.06%
3,674
+1,445
199
$232K 0.06%
10,460
200
$230K 0.06%
6,494
+85
6 7
8
9 10