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
526
$15K ﹤0.01%
+265
527
$15K ﹤0.01%
175
-100
528
$14K ﹤0.01%
154
529
$14K ﹤0.01%
177
+166
530
$14K ﹤0.01%
125
+110
531
$14K ﹤0.01%
962
532
$14K ﹤0.01%
157
+150
533
$14K ﹤0.01%
1,000
534
$14K ﹤0.01%
63
+58
535
$13K ﹤0.01%
343
+267
536
$13K ﹤0.01%
108
-192
537
$13K ﹤0.01%
895
-650
538
$13K ﹤0.01%
98
+71
539
$13K ﹤0.01%
225
540
$13K ﹤0.01%
701
541
$13K ﹤0.01%
6,300
542
$12K ﹤0.01%
269
-16
543
$12K ﹤0.01%
150
-499
544
$12K ﹤0.01%
650
545
$12K ﹤0.01%
316
546
$12K ﹤0.01%
99
-36
547
$12K ﹤0.01%
345
-3,955
548
$12K ﹤0.01%
123
-15
549
$12K ﹤0.01%
487
+415
550
$12K ﹤0.01%
204
+186
20 21
22
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