WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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
+$4.11M
2
+$4.01M
3
+$2.9M
4
PLD icon
Prologis
PLD
+$2.79M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$775K

Top Sells

1
+$3.76M
2
+$3.57M
3
+$2.44M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$264K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$1K ﹤0.01%
+18
1002
$1K ﹤0.01%
+18
1003
$1K ﹤0.01%
+7
1004
$1K ﹤0.01%
+22
1005
$1K ﹤0.01%
23
-45
1006
$1K ﹤0.01%
+40
1007
$1K ﹤0.01%
21
-38
1008
$1K ﹤0.01%
+8
1009
$1K ﹤0.01%
+33
1010
$1K ﹤0.01%
+8
1011
$1K ﹤0.01%
+61
1012
$1K ﹤0.01%
+33
1013
$1K ﹤0.01%
1
-2
1014
$1K ﹤0.01%
+47
1015
$1K ﹤0.01%
+35
1016
– –
0
1017
$1K ﹤0.01%
+74
1018
$1K ﹤0.01%
+16
1019
$1K ﹤0.01%
+17
1020
$1K ﹤0.01%
+16
1021
$1K ﹤0.01%
+8
1022
$1K ﹤0.01%
+5
1023
$1K ﹤0.01%
+21
1024
$1K ﹤0.01%
+11
1025
$1K ﹤0.01%
2
39 40
41
42 43