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
$444M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,177
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.94M
3
+$818K
4
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$773K
5
ETFC
E*Trade Financial Corporation
ETFC
+$672K

Top Sells

1
+$1.68M
2
+$1.22M
3
+$1.04M
4
CBRE icon
CBRE Group
CBRE
+$851K
5
XOM icon
Exxon Mobil
XOM
+$437K

Sector Composition

1 Industrials 33.73%
2 Financials 12.06%
3 Technology 8.16%
4 Healthcare 7.65%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$152K 0.03%
2,011
227
$152K 0.03%
2,176
-190
228
$151K 0.03%
2,093
229
$149K 0.03%
89
230
$149K 0.03%
2,581
-140
231
$149K 0.03%
10,470
+10,245
232
$147K 0.03%
2,561
+554
233
$146K 0.03%
585
+124
234
$144K 0.03%
3,162
-17
235
$142K 0.03%
4,791
+572
236
$142K 0.03%
1,205
+518
237
$141K 0.03%
1,359
238
$141K 0.03%
8,332
-1,500
239
$140K 0.03%
3,074
-17
240
$137K 0.03%
1,614
-37
241
$135K 0.03%
1,309
+482
242
$133K 0.03%
1,916
243
$132K 0.03%
+5,950
244
$129K 0.03%
1,664
+600
245
$129K 0.03%
2,581
-123
246
$128K 0.03%
337
-72
247
$127K 0.03%
2,008
-813
248
$125K 0.03%
3,895
-71
249
$125K 0.03%
4,223
+39
250
$125K 0.03%
2,135
8 9
10
11 12