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
76
$1.06M 0.24%
8,896
+55
77
$923K 0.21%
6,841
+86
78
$894K 0.2%
6,114
-362
79
$888K 0.2%
9,709
-189
80
$878K 0.2%
23,362
-166
81
$877K 0.2%
7,682
+66
82
$869K 0.2%
17,891
+9,484
83
$825K 0.19%
7,434
+1,022
84
$819K 0.18%
33,742
85
$819K 0.18%
5,028
-98
86
$818K 0.18%
+8,065
87
$809K 0.18%
6,497
-2,723
88
$806K 0.18%
9,605
-14
89
$773K 0.17%
+26,672
90
$770K 0.17%
8,029
-65
91
$768K 0.17%
10,369
-59
92
$759K 0.17%
13,816
93
$738K 0.17%
6,623
-466
94
$719K 0.16%
269,600
-520
95
$709K 0.16%
19,405
-220
96
$674K 0.15%
13,704
-109
97
$673K 0.15%
19,417
+19,389
98
$671K 0.15%
8,102
+54
99
$656K 0.15%
5,389
-153
100
$655K 0.15%
28,032
+27,789
2 3
4
5 6