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
$980M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$10.9M
3
+$6.5M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.58M
5
PNC icon
PNC Financial Services
PNC
+$1.42M

Top Sells

1
+$12.1M
2
+$7.55M
3
+$6.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.21M
5
AAPL icon
Apple
AAPL
+$2.29M

Sector Composition

1 Technology 20.24%
2 Industrials 12.11%
3 Financials 9.71%
4 Healthcare 9.66%
5 Consumer Staples 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.46M 0.56%
24,764
-1,041
52
$4.54M 0.46%
9,682
+1,882
53
$4.12M 0.42%
47,635
-7,826
54
$4.08M 0.42%
44,350
+38,950
55
$3.8M 0.39%
52,221
+3,460
56
$3.64M 0.37%
21,971
-1,937
57
$3.63M 0.37%
64,799
+177
58
$3.5M 0.36%
10,273
+10
59
$2.64M 0.27%
16,786
+394
60
$2.47M 0.25%
20,739
61
$2.29M 0.23%
58,010
-23,588
62
$2.25M 0.23%
11,327
-761
63
$2.23M 0.23%
28,839
64
$2.18M 0.22%
16,205
-719
65
$2.17M 0.22%
15,187
66
$2.12M 0.22%
183,047
-83,652
67
$2.09M 0.21%
21,392
-51
68
$2.05M 0.21%
14,001
69
$1.96M 0.2%
41,279
-15,634
70
$1.82M 0.19%
7,506
-70
71
$1.77M 0.18%
33,805
+5,010
72
$1.76M 0.18%
20,308
-17,461
73
$1.75M 0.18%
9,452
+308
74
$1.75M 0.18%
38,572
+1,145
75
$1.66M 0.17%
53,152
+800
1 2
3
4 5