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
651
$3K ﹤0.01%
74
652
$3K ﹤0.01%
+54
653
$3K ﹤0.01%
25
-20
654
$3K ﹤0.01%
139
655
$3K ﹤0.01%
67
-29
656
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50
657
$2K ﹤0.01%
53
658
$2K ﹤0.01%
84
659
$2K ﹤0.01%
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-6
660
$2K ﹤0.01%
108
-80
661
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3
-2
662
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663
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13
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664
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665
$2K ﹤0.01%
19
666
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26
667
$2K ﹤0.01%
+23
668
$2K ﹤0.01%
95
669
$2K ﹤0.01%
53
670
$2K ﹤0.01%
24
-9
671
$2K ﹤0.01%
36
-71
672
$2K ﹤0.01%
11
673
$2K ﹤0.01%
45
674
$2K ﹤0.01%
12
-8
675
$2K ﹤0.01%
43
25 26
27
28 29