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
76
$1.63M 0.17%
5,967
-25
77
$1.63M 0.17%
38,654
+82
78
$1.51M 0.16%
53,152
79
$1.5M 0.16%
31,674
-9,605
80
$1.46M 0.15%
53,494
-2,958
81
$1.45M 0.15%
20,976
+966
82
$1.43M 0.15%
26,661
-307,811
83
$1.41M 0.15%
+59,065
84
$1.35M 0.14%
17,880
+4,827
85
$1.26M 0.13%
4,764
+30
86
$1.24M 0.13%
37,343
+253
87
$1.24M 0.13%
25,350
88
$1.19M 0.12%
8,762
89
$1.17M 0.12%
38,300
-127
90
$1.14M 0.12%
26,413
+18,731
91
$999K 0.1%
+13,636
92
$970K 0.1%
4,219
+228
93
$970K 0.1%
7,359
+1,826
94
$954K 0.1%
13,415
95
$911K 0.1%
6,358
+669
96
$883K 0.09%
11,744
+225
97
$865K 0.09%
4,247
-201
98
$859K 0.09%
3,144
99
$850K 0.09%
3,163
+84
100
$840K 0.09%
2,054
+235
2 3
4
5 6