WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$2.1M
3
+$1.38M
4
BWIN
Baldwin Insurance Group
BWIN
+$1.37M
5
MBB icon
iShares MBS ETF
MBB
+$1.09M

Top Sells

1
+$86.8M
2
+$14.8M
3
+$10.8M
4
TMUS icon
T-Mobile US
TMUS
+$10.4M
5
BND icon
Vanguard Total Bond Market
BND
+$10M

Sector Composition

1 Technology 21.05%
2 Industrials 14.72%
3 Financials 11.09%
4 Healthcare 9.54%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$315K 0.03%
+14,665
177
$314K 0.03%
708
+16
178
$311K 0.03%
2,244
179
$311K 0.03%
2,501
-1,259
180
$302K 0.03%
2,500
181
$297K 0.03%
5,721
182
$285K 0.03%
8,302
-609
183
$285K 0.03%
342
+43
184
$278K 0.03%
1,566
+120
185
$273K 0.03%
1,569
186
$269K 0.03%
5,365
-76
187
$267K 0.03%
33
-7
188
$266K 0.03%
2,644
189
$265K 0.03%
1,333
190
$265K 0.03%
1,339
-1,190
191
$259K 0.02%
6,174
-2,569
192
$258K 0.02%
2,468
-5,375
193
$258K 0.02%
1,200
194
$256K 0.02%
460
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195
$253K 0.02%
1,127
196
$247K 0.02%
+821
197
$246K 0.02%
3,359
-60
198
$244K 0.02%
7,434
-350
199
$241K 0.02%
+1,170
200
$238K 0.02%
+3,212
6 7
8
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