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
476
$23K 0.01%
322
+42
477
$23K 0.01%
743
+470
478
$22K 0.01%
2,100
479
$22K 0.01%
+198
480
$22K 0.01%
4,600
481
$22K 0.01%
500
-98
482
$22K 0.01%
995
483
$22K 0.01%
1,959
-373
484
$21K ﹤0.01%
2,901
-280
485
$21K ﹤0.01%
1,095
486
$20K ﹤0.01%
229
-43
487
$20K ﹤0.01%
1,362
+9
488
$20K ﹤0.01%
440
+32
489
$20K ﹤0.01%
288
+268
490
$19K ﹤0.01%
4,560
491
$19K ﹤0.01%
430
+107
492
$19K ﹤0.01%
792
493
$19K ﹤0.01%
1,725
494
$19K ﹤0.01%
500
495
$18K ﹤0.01%
100
-5
496
$18K ﹤0.01%
959
+342
497
$18K ﹤0.01%
975
-107
498
$18K ﹤0.01%
+425
499
$18K ﹤0.01%
200
500
$18K ﹤0.01%
200
18 19
20
21 22