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
326
$75K 0.02%
3,025
-2,111
327
$74K 0.02%
+1,250
328
$74K 0.02%
5,468
-210
329
$73K 0.02%
1,320
330
$73K 0.02%
881
-300
331
$71K 0.02%
+1,680
332
$71K 0.02%
752
+205
333
$70K 0.02%
514
+500
334
$70K 0.02%
756
-199
335
$69K 0.02%
972
-36
336
$69K 0.02%
+1,500
337
$68K 0.02%
914
338
$67K 0.02%
6,350
-2,510
339
$67K 0.02%
1,126
+678
340
$67K 0.02%
2,176
-52
341
$67K 0.02%
1,326
342
$66K 0.01%
900
-37
343
$64K 0.01%
1,612
-390
344
$64K 0.01%
1,224
-19
345
$64K 0.01%
2,024
-22
346
$64K 0.01%
312
-5
347
$64K 0.01%
1,960
348
$63K 0.01%
4,433
349
$62K 0.01%
7,000
350
$62K 0.01%
+4,490
12 13
14
15 16