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
576
$9K ﹤0.01%
155
+32
577
$9K ﹤0.01%
135
-78
578
$8K ﹤0.01%
7
579
$8K ﹤0.01%
97
-46
580
$8K ﹤0.01%
76
+56
581
$8K ﹤0.01%
+255
582
$8K ﹤0.01%
1,000
583
$8K ﹤0.01%
137
584
$8K ﹤0.01%
234
+47
585
$8K ﹤0.01%
234
-1,998
586
$8K ﹤0.01%
500
587
$8K ﹤0.01%
63
+53
588
$7K ﹤0.01%
66
589
$7K ﹤0.01%
95
590
$7K ﹤0.01%
192
591
$7K ﹤0.01%
230
592
$7K ﹤0.01%
104
593
$7K ﹤0.01%
1,550
594
$7K ﹤0.01%
285
595
$7K ﹤0.01%
80
-100
596
$7K ﹤0.01%
50
597
$7K ﹤0.01%
625
598
$7K ﹤0.01%
177
599
$7K ﹤0.01%
365
-1,785
600
$7K ﹤0.01%
150
22 23
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