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
$762M
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$27.5M
3
+$24.7M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$19M
5
IYR icon
iShares US Real Estate ETF
IYR
+$18M

Top Sells

1
+$4.13M
2
+$3.28M
3
+$2.25M
4
DXC icon
DXC Technology
DXC
+$1.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M

Sector Composition

1 Industrials 19.05%
2 Healthcare 9.66%
3 Technology 8.97%
4 Financials 8.84%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$35K ﹤0.01%
2,190
377
$35K ﹤0.01%
1,329
+67
378
$33K ﹤0.01%
+225
379
$33K ﹤0.01%
1,000
380
$32K ﹤0.01%
491
-15
381
$32K ﹤0.01%
433
382
$32K ﹤0.01%
25
383
$32K ﹤0.01%
660
-200
384
$31K ﹤0.01%
1,375
385
$31K ﹤0.01%
401
386
$31K ﹤0.01%
+360
387
$30K ﹤0.01%
1,400
388
$30K ﹤0.01%
1,000
389
$30K ﹤0.01%
1,004
390
$30K ﹤0.01%
762
-3,332
391
$30K ﹤0.01%
+616
392
$30K ﹤0.01%
+580
393
$29K ﹤0.01%
713
394
$29K ﹤0.01%
318
395
$29K ﹤0.01%
567
396
$28K ﹤0.01%
124
397
$28K ﹤0.01%
159
398
$28K ﹤0.01%
1,000
399
$27K ﹤0.01%
433
-40
400
$27K ﹤0.01%
572
+322
14 15
16
17 18