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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$67K 0.02%
5,764
-1,054
327
$66K 0.02%
+6,729
328
$65K 0.02%
+1,503
329
$65K 0.02%
4,433
330
$64K 0.02%
515
+22
331
$63K 0.02%
5,140
+120
332
$63K 0.02%
620
333
$63K 0.02%
50
334
$62K 0.01%
492
+372
335
$61K 0.01%
1,243
+53
336
$61K 0.01%
1,600
337
$61K 0.01%
337
-2
338
$61K 0.01%
+789
339
$60K 0.01%
1,440
-100
340
$60K 0.01%
1,326
-268
341
$60K 0.01%
7,000
342
$60K 0.01%
914
343
$59K 0.01%
503
+10
344
$59K 0.01%
505
-10
345
$59K 0.01%
900
+11
346
$58K 0.01%
1,223
-53,874
347
$58K 0.01%
2,306
+26
348
$57K 0.01%
1,070
+800
349
$57K 0.01%
560
+33
350
$56K 0.01%
4,244
12 13
14
15 16