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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$554K
3
+$405K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$388K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$237K

Top Sells

1
+$11.4M
2
+$8.5M
3
+$7.16M
4
MJN
Mead Johnson Nutrition Company
MJN
+$4.5M
5
ABBV icon
AbbVie
ABBV
+$4.34M

Sector Composition

1 Industrials 16.39%
2 Financials 14.87%
3 Healthcare 12.21%
4 Technology 9.81%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
3
-270
802
$1K ﹤0.01%
+30
803
$1K ﹤0.01%
963
+93
804
$1K ﹤0.01%
59
805
$1K ﹤0.01%
9
-104
806
– –
-107
807
– –
-180
808
$0 ﹤0.01%
1
809
– –
-160
810
– –
-3,400
811
– –
-1,563
812
– –
-595
813
$0 ﹤0.01%
12
-100
814
– –
-1,427
815
– –
-8
816
– –
-4,025
817
– –
-490
818
– –
-696
819
– –
-240
820
– –
-705
821
– –
-1,000
822
– –
-1,749
823
– –
-1,237
824
– –
0
825
– –
-196
31 32
33
34 35