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
751
$1K ﹤0.01%
16
752
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32
753
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7
754
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67
755
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22
756
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120
-158
757
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67
-1
758
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112
759
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39
760
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761
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12
762
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38
764
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49
765
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10
766
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14
767
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23
768
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48
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769
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770
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23
-16
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25
772
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7
773
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144
774
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13
775
$1K ﹤0.01%
22
-16
29 30
31
32 33