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
501
$18K ﹤0.01%
450
502
$18K ﹤0.01%
610
-440
503
$18K ﹤0.01%
335
+237
504
$18K ﹤0.01%
1,805
-67
505
$18K ﹤0.01%
650
-624
506
$17K ﹤0.01%
1,100
507
$17K ﹤0.01%
169
508
$17K ﹤0.01%
198
-11
509
$17K ﹤0.01%
140
-243
510
$17K ﹤0.01%
2,291
-91
511
$17K ﹤0.01%
164
512
$17K ﹤0.01%
337
-187
513
$17K ﹤0.01%
198
514
$16K ﹤0.01%
360
+317
515
$16K ﹤0.01%
173
516
$16K ﹤0.01%
400
517
$16K ﹤0.01%
1,000
518
$16K ﹤0.01%
884
519
$16K ﹤0.01%
504
520
$15K ﹤0.01%
42
521
$15K ﹤0.01%
400
-2,162
522
$15K ﹤0.01%
438
-292
523
$15K ﹤0.01%
191
-112
524
$15K ﹤0.01%
118
-16
525
$15K ﹤0.01%
740
19 20
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