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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
+30
902
$1K ﹤0.01%
+28
903
$1K ﹤0.01%
+22
904
$1K ﹤0.01%
+21
905
$1K ﹤0.01%
+43
906
$1K ﹤0.01%
10
-20
907
$1K ﹤0.01%
+99
908
$1K ﹤0.01%
+16
909
$1K ﹤0.01%
+22
910
$1K ﹤0.01%
+39
911
$1K ﹤0.01%
+15
912
$1K ﹤0.01%
+8
913
$1K ﹤0.01%
+32
914
$1K ﹤0.01%
+28
915
$1K ﹤0.01%
+24
916
$1K ﹤0.01%
+22
917
$1K ﹤0.01%
+87
918
$1K ﹤0.01%
+19
919
$1K ﹤0.01%
+17
920
$1K ﹤0.01%
+13
921
$1K ﹤0.01%
60
922
$1K ﹤0.01%
17
-209
923
$1K ﹤0.01%
20
-42
924
$1K ﹤0.01%
+50
925
$1K ﹤0.01%
+19
35 36
37
38 39