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
601
$6K ﹤0.01%
63
-19
602
$6K ﹤0.01%
141
-3,659
603
$6K ﹤0.01%
198
604
$6K ﹤0.01%
111
-1,635
605
$6K ﹤0.01%
89
606
$6K ﹤0.01%
179
+26
607
$6K ﹤0.01%
182
608
$6K ﹤0.01%
700
609
$6K ﹤0.01%
181
-150
610
$6K ﹤0.01%
+1,075
611
$6K ﹤0.01%
33
612
$5K ﹤0.01%
79
613
$5K ﹤0.01%
228
-900
614
$5K ﹤0.01%
240
-50
615
$5K ﹤0.01%
41
-17
616
$5K ﹤0.01%
+350
617
$5K ﹤0.01%
128
618
$5K ﹤0.01%
148
+56
619
$5K ﹤0.01%
71
620
$5K ﹤0.01%
167
621
$5K ﹤0.01%
+250
622
$5K ﹤0.01%
144
623
$4K ﹤0.01%
80
624
$4K ﹤0.01%
500
625
$4K ﹤0.01%
114
23 24
25
26 27