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
51
$2.14M 0.48%
71,544
+96
52
$2.06M 0.46%
14,206
53
$2.05M 0.46%
63,788
-1,463
54
$2.01M 0.45%
35,832
-231
55
$1.91M 0.43%
10,603
-220
56
$1.85M 0.42%
27,022
+551
57
$1.8M 0.41%
49,804
58
$1.67M 0.38%
54,329
+690
59
$1.55M 0.35%
9,751
-154
60
$1.53M 0.34%
13,057
+530
61
$1.49M 0.33%
40,931
-1,081
62
$1.41M 0.32%
30,708
+470
63
$1.41M 0.32%
10,901
64
$1.39M 0.31%
18,511
+259
65
$1.32M 0.3%
12,497
-69
66
$1.32M 0.3%
59,789
-3,822
67
$1.32M 0.3%
27,504
68
$1.3M 0.29%
37,222
+6,743
69
$1.28M 0.29%
8,557
-301
70
$1.25M 0.28%
11,976
+78
71
$1.24M 0.28%
101,449
-1,571
72
$1.2M 0.27%
7,800
+32
73
$1.2M 0.27%
17,743
-3,695
74
$1.19M 0.27%
19,963
-788
75
$1.09M 0.25%
10,570
+62
1 2
3
4 5