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
626
$4K ﹤0.01%
52
627
$4K ﹤0.01%
+193
628
$4K ﹤0.01%
115
629
$4K ﹤0.01%
61
-17
630
$4K ﹤0.01%
+90
631
$4K ﹤0.01%
31
-6
632
$4K ﹤0.01%
195
633
$4K ﹤0.01%
75
-55
634
$4K ﹤0.01%
172
635
$4K ﹤0.01%
70
-1,000
636
$4K ﹤0.01%
27
+22
637
$4K ﹤0.01%
23
638
$4K ﹤0.01%
200
639
$3K ﹤0.01%
184
640
$3K ﹤0.01%
37
+9
641
$3K ﹤0.01%
38
642
$3K ﹤0.01%
108
-30
643
$3K ﹤0.01%
232
-3,680
644
$3K ﹤0.01%
162
645
$3K ﹤0.01%
44
-26
646
$3K ﹤0.01%
62
-19
647
$3K ﹤0.01%
39
648
$3K ﹤0.01%
188
+88
649
$3K ﹤0.01%
25
650
$3K ﹤0.01%
149
+109
24 25
26
27 28