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
401
$46K 0.01%
618
402
$46K 0.01%
927
403
$46K 0.01%
964
404
$45K 0.01%
860
-230
405
$45K 0.01%
+2,936
406
$45K 0.01%
491
-6
407
$45K 0.01%
1,746
408
$45K 0.01%
1,560
409
$44K 0.01%
1,970
+32
410
$43K 0.01%
452
-8
411
$43K 0.01%
+800
412
$42K 0.01%
363
-46
413
$41K 0.01%
681
414
$40K 0.01%
+500
415
$40K 0.01%
790
416
$39K 0.01%
400
-13
417
$39K 0.01%
+385
418
$38K 0.01%
565
-658
419
$38K 0.01%
1,053
420
$38K 0.01%
1,319
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421
$38K 0.01%
401
422
$37K 0.01%
+420
423
$37K 0.01%
848
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424
$36K 0.01%
323
425
$36K 0.01%
1,143
-965
15 16
17
18 19