WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1 +$31.1M
2 +$14.2M
3 +$8.4M
4
BAC icon
Bank of America
BAC
+$8.14M
5
PG icon
Procter & Gamble
PG
+$8.05M

Top Sells

1 +$11.5K
2 +$4.13K
3 +$2.72K
4
IDCC icon
InterDigital
IDCC
+$855
5
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$520

Sector Composition

1 Financials 16.87%
2 Industrials 15.8%
3 Technology 13.32%
4 Healthcare 10.37%
5 Energy 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$25K 0.01%
+245
577
$25K 0.01%
+600
578
$25K 0.01%
+450
579
$25K 0.01%
+1,824
580
$25K 0.01%
+200
581
$25K 0.01%
+788
582
$25K 0.01%
+1,125
583
$25K 0.01%
+100
584
$25K 0.01%
+1,485
585
$24K 0.01%
+416
586
$24K 0.01%
+522
587
$24K 0.01%
+410
588
$24K 0.01%
+1,030
589
$24K 0.01%
+556
590
$24K 0.01%
+449
591
$24K 0.01%
+367
592
$23K ﹤0.01%
+980
593
$23K ﹤0.01%
+345
594
$23K ﹤0.01%
+600
595
$23K ﹤0.01%
+339
596
$23K ﹤0.01%
+500
597
$23K ﹤0.01%
+300
598
$23K ﹤0.01%
+710
599
$23K ﹤0.01%
+150
600
$22K ﹤0.01%
+218