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
201
$229K 0.06%
2,977
202
$227K 0.06%
3,171
-118
203
$226K 0.06%
2,207
-100
204
$221K 0.06%
4,192
+455
205
$221K 0.06%
6,100
+500
206
$219K 0.06%
7,558
-1,024
207
$217K 0.06%
3,975
208
$217K 0.06%
2,453
-32
209
$217K 0.06%
2,357
+70
210
$217K 0.06%
2,263
-260
211
$213K 0.06%
7,547
-5,384
212
$213K 0.06%
4,193
+627
213
$212K 0.06%
8,416
214
$212K 0.06%
1,903
+87
215
$211K 0.06%
3,224
+564
216
$210K 0.05%
3,516
217
$208K 0.05%
1,925
218
$208K 0.05%
1,513
219
$208K 0.05%
1,400
220
$207K 0.05%
2,935
-366
221
$206K 0.05%
1,700
222
$203K 0.05%
5,580
-220
223
$203K 0.05%
5,225
224
$202K 0.05%
4,792
225
$201K 0.05%
3,280
+3,040
7 8
9
10 11