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
1026
$1K ﹤0.01%
+48
1027
$1K ﹤0.01%
19
-35
1028
$1K ﹤0.01%
+27
1029
$1K ﹤0.01%
+14
1030
$1K ﹤0.01%
+73
1031
$1K ﹤0.01%
16
+13
1032
$1K ﹤0.01%
+32
1033
$1K ﹤0.01%
+28
1034
$1K ﹤0.01%
+22
1035
$1K ﹤0.01%
+7
1036
$1K ﹤0.01%
+57
1037
$1K ﹤0.01%
+22
1038
$1K ﹤0.01%
+6
1039
$1K ﹤0.01%
+13
1040
$1K ﹤0.01%
+32
1041
$1K ﹤0.01%
+5
1042
$1K ﹤0.01%
+41
1043
$1K ﹤0.01%
+16
1044
$1K ﹤0.01%
+29
1045
$1K ﹤0.01%
68
1046
$1K ﹤0.01%
+112
1047
$1K ﹤0.01%
+40
1048
$1K ﹤0.01%
+14
1049
$1K ﹤0.01%
+23
1050
$1K ﹤0.01%
+31
40 41
42
43 44