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
676
$2K ﹤0.01%
6
-6
677
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105
678
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27
679
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72
680
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58
681
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55
-25
682
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13
683
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684
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685
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38
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686
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29
687
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688
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58
689
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300
690
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29
691
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40
692
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+25
693
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47
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694
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50
695
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100
696
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119
-6,610
697
$2K ﹤0.01%
12
698
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18
699
$2K ﹤0.01%
66
700
$2K ﹤0.01%
42
-3
26 27
28
29 30