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
$762M
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$27.5M
3
+$24.7M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$19M
5
IYR icon
iShares US Real Estate ETF
IYR
+$18M

Top Sells

1
+$4.13M
2
+$3.28M
3
+$2.25M
4
DXC icon
DXC Technology
DXC
+$1.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M

Sector Composition

1 Industrials 19.05%
2 Healthcare 9.66%
3 Technology 8.97%
4 Financials 8.84%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$7K ﹤0.01%
1,200
-2,025
527
$6K ﹤0.01%
62
-16
528
$6K ﹤0.01%
77
529
$6K ﹤0.01%
111
530
$6K ﹤0.01%
98
531
$6K ﹤0.01%
96
532
$6K ﹤0.01%
300
533
$5K ﹤0.01%
66
534
$5K ﹤0.01%
115
535
$5K ﹤0.01%
254
536
$5K ﹤0.01%
135
537
$5K ﹤0.01%
500
538
$5K ﹤0.01%
241
539
$5K ﹤0.01%
146
-250
540
$5K ﹤0.01%
263
541
$4K ﹤0.01%
145
-3
542
$4K ﹤0.01%
+318
543
$4K ﹤0.01%
35
544
$4K ﹤0.01%
70
545
$4K ﹤0.01%
91
546
$4K ﹤0.01%
4
547
$4K ﹤0.01%
234
548
$4K ﹤0.01%
255
549
$4K ﹤0.01%
174
550
$3K ﹤0.01%
48
20 21
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