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
376
$56K 0.01%
732
-1,084
377
$56K 0.01%
1,555
378
$54K 0.01%
180
379
$54K 0.01%
925
380
$53K 0.01%
265
+260
381
$53K 0.01%
2,190
382
$52K 0.01%
1,307
-71
383
$52K 0.01%
1,089
384
$52K 0.01%
1,250
-190
385
$52K 0.01%
753
386
$52K 0.01%
1,087
-1,680
387
$50K 0.01%
1,809
388
$50K 0.01%
2,094
389
$49K 0.01%
3,606
390
$48K 0.01%
757
-24
391
$48K 0.01%
717
+500
392
$48K 0.01%
2,540
-2,147
393
$48K 0.01%
1,000
394
$47K 0.01%
652
-18
395
$47K 0.01%
513
396
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240
397
$47K 0.01%
757
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398
$47K 0.01%
555
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399
$47K 0.01%
399
400
$47K 0.01%
900
14 15
16
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