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
$957M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.9M
3
+$1.91M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.88M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.48M

Top Sells

1
+$16.5M
2
+$13.1M
3
+$2.06M
4
PANW icon
Palo Alto Networks
PANW
+$1.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.48M

Sector Composition

1 Technology 19.39%
2 Industrials 12.21%
3 Financials 10.11%
4 Healthcare 9.72%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.9M 1.34%
98,379
-11,303
27
$12.4M 1.3%
1,228,607
+14,992
28
$11.4M 1.19%
59,643
-330
29
$11.3M 1.18%
44,830
-976
30
$10.8M 1.13%
28,557
+382
31
$10.7M 1.12%
33,052
+1,208
32
$10.5M 1.1%
73,856
-855
33
$10.4M 1.09%
84,680
+8,615
34
$10.3M 1.08%
53,697
+301
35
$10.1M 1.05%
226,900
-28,085
36
$10M 1.05%
144,761
+20,095
37
$9.77M 1.02%
120,526
-265
38
$9.62M 1.01%
68,699
-4,624
39
$8.81M 0.92%
74,890
-1,004
40
$8.23M 0.86%
47,266
+2,409
41
$8.14M 0.85%
57,474
-2,055
42
$6.98M 0.73%
30,424
-933
43
$6.73M 0.7%
18,071
-571
44
$6.08M 0.64%
14,822
-844
45
$5.96M 0.62%
180,420
-1,865
46
$5.6M 0.59%
71,727
+24,092
47
$5.55M 0.58%
79,605
+27,384
48
$5.55M 0.58%
45,895
-2,191
49
$5.46M 0.57%
95,317
+920
50
$5.26M 0.55%
24,776
+12
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