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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$17K ﹤0.01%
947
502
$17K ﹤0.01%
135
503
$17K ﹤0.01%
1,082
+191
504
$17K ﹤0.01%
198
505
$16K ﹤0.01%
+740
506
$16K ﹤0.01%
300
507
$16K ﹤0.01%
+180
508
$16K ﹤0.01%
185
509
$16K ﹤0.01%
+323
510
$16K ﹤0.01%
1,000
511
$16K ﹤0.01%
504
512
$15K ﹤0.01%
884
513
$15K ﹤0.01%
+42
514
$15K ﹤0.01%
338
+38
515
$15K ﹤0.01%
400
516
$15K ﹤0.01%
200
517
$15K ﹤0.01%
962
518
$15K ﹤0.01%
320
-163
519
$15K ﹤0.01%
577
+27
520
$15K ﹤0.01%
134
521
$15K ﹤0.01%
6,300
522
$14K ﹤0.01%
154
-32
523
$14K ﹤0.01%
285
+56
524
$14K ﹤0.01%
617
+112
525
$14K ﹤0.01%
650
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