WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$4.01M
3
+$2.9M
4
PLD icon
Prologis
PLD
+$2.79M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$775K

Top Sells

1
+$3.76M
2
+$3.57M
3
+$2.44M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$264K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$20K ﹤0.01%
+4,560
477
$20K ﹤0.01%
413
478
$20K ﹤0.01%
450
479
$19K ﹤0.01%
105
+17
480
$19K ﹤0.01%
270
+45
481
$19K ﹤0.01%
400
482
$19K ﹤0.01%
280
-288
483
$19K ﹤0.01%
408
+238
484
$19K ﹤0.01%
2,382
485
$19K ﹤0.01%
780
486
$18K ﹤0.01%
2,100
+100
487
$18K ﹤0.01%
3,070
+290
488
$18K ﹤0.01%
300
489
$18K ﹤0.01%
+4,580
490
$18K ﹤0.01%
792
-3,673
491
$18K ﹤0.01%
1,545
492
$18K ﹤0.01%
1,725
493
$18K ﹤0.01%
1,095
494
$18K ﹤0.01%
1,872
-1,473
495
$17K ﹤0.01%
198
496
$17K ﹤0.01%
1,082
+191
497
$17K ﹤0.01%
135
498
$17K ﹤0.01%
947
499
$17K ﹤0.01%
223
+23
500
$17K ﹤0.01%
+173
18 19
20
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