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
$957M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.9M
3
+$1.91M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.88M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.48M

Top Sells

1
+$16.5M
2
+$13.1M
3
+$2.06M
4
PANW icon
Palo Alto Networks
PANW
+$1.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.48M

Sector Composition

1 Technology 19.39%
2 Industrials 12.21%
3 Financials 10.11%
4 Healthcare 9.72%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.2M 0.54%
9,682
52
$5.18M 0.54%
209,904
-6,344
53
$5.12M 0.53%
45,594
+96
54
$4.25M 0.44%
132,103
-64,195
55
$3.6M 0.38%
10,282
+9
56
$3.48M 0.36%
64,978
+179
57
$3.41M 0.36%
21,919
-52
58
$3.38M 0.35%
17,899
+6,572
59
$3.37M 0.35%
22,611
+6,406
60
$3.09M 0.32%
34,131
-10,219
61
$3.08M 0.32%
37,381
+17,073
62
$2.98M 0.31%
17,688
+902
63
$2.94M 0.31%
77,512
+19,502
64
$2.56M 0.27%
58,540
+33,889
65
$2.48M 0.26%
25,619
+11,448
66
$2.26M 0.24%
14,001
67
$2.2M 0.23%
20,754
+15
68
$2.14M 0.22%
28,839
69
$2.04M 0.21%
15,187
70
$1.99M 0.21%
183,047
71
$1.98M 0.21%
21,357
-35
72
$1.89M 0.2%
11,148
+1,696
73
$1.7M 0.18%
9,685
+6,718
74
$1.69M 0.18%
33,805
75
$1.68M 0.18%
7,506
1 2
3
4 5