WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
+12.06%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$1.03B
AUM Growth
+$178M
(+21%)
Cap. Flow
+$77.3M
Cap. Flow
% of AUM
7.47%
Top 10 Holdings %
Top 10 Hldgs %
40.08%
Holding
239
New
31
Increased
78
Reduced
70
Closed
5
Top Buys
| 1 |
WisdomTree Managed Futures Strategy Fund
WTMF
|
$20M |
| 2 |
iShares GNMA Bond ETF
GNMA
|
$18.8M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$17.4M |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
$15.3M |
| 5 |
NVIDIA
NVDA
|
$13.3M |
Top Sells
| 1 |
Visa
V
|
$13.9M |
| 2 |
Intercontinental Exchange
ICE
|
$9.49M |
| 3 |
Morgan Stanley
MS
|
$4.67M |
| 4 |
Comcast
CMCSA
|
$2.97M |
| 5 |
Palo Alto Networks
PANW
|
$1.11M |
Sector Composition
| 1 | Industrials | 21.17% |
| 2 | Technology | 20.24% |
| 3 | Financials | 9.56% |
| 4 | Healthcare | 9.1% |
| 5 | Consumer Discretionary | 8.44% |
