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
426
$35K 0.01%
650
-3,170
427
$35K 0.01%
1,395
428
$34K 0.01%
+652
429
$34K 0.01%
5,000
430
$33K 0.01%
440
-226
431
$33K 0.01%
555
432
$33K 0.01%
666
-19
433
$33K 0.01%
4,800
434
$33K 0.01%
600
435
$32K 0.01%
651
436
$32K 0.01%
660
437
$32K 0.01%
840
438
$32K 0.01%
1,000
-47
439
$32K 0.01%
1,023
440
$32K 0.01%
3,271
-2,493
441
$31K 0.01%
1,234
-109
442
$31K 0.01%
7,123
-1,627
443
$30K 0.01%
25
444
$30K 0.01%
745
445
$30K 0.01%
720
-66
446
$29K 0.01%
362
447
$29K 0.01%
2,002
448
$29K 0.01%
1,275
449
$29K 0.01%
1,341
-36
450
$29K 0.01%
3,186
16 17
18
19 20