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
26
$3.33M 0.75%
21,692
+114
27
$3.29M 0.74%
28,587
-255
28
$3.28M 0.74%
31,502
-809
29
$3.24M 0.73%
20,810
-140
30
$3.23M 0.73%
84,129
+212
31
$3.23M 0.73%
106,953
-4,759
32
$3.16M 0.71%
26,869
-293
33
$3.15M 0.71%
26,921
-387
34
$3.14M 0.71%
97,416
-5,846
35
$3.1M 0.7%
19,375
-28
36
$3.09M 0.7%
57,812
+260
37
$3.07M 0.69%
47,145
+172
38
$3.02M 0.68%
79,209
-31,986
39
$2.92M 0.66%
25,359
-326
40
$2.87M 0.65%
21,395
-776
41
$2.84M 0.64%
53,871
-662
42
$2.79M 0.63%
28,374
-322
43
$2.64M 0.59%
1,799
-30
44
$2.59M 0.58%
36,545
-695
45
$2.56M 0.58%
37,193
-1,007
46
$2.44M 0.55%
223,282
-3,333
47
$2.35M 0.53%
77,310
+1,237
48
$2.32M 0.52%
33,675
+28,110
49
$2.26M 0.51%
39,191
-5,401
50
$2.2M 0.5%
40,605
-1,062
1
2
3 4 5