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
1076
– –
-6,095
1077
$0 ﹤0.01%
17
1078
$0 ﹤0.01%
11
-24
1079
$0 ﹤0.01%
1
1080
– –
-174
1081
$0 ﹤0.01%
10
1082
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17
1083
$0 ﹤0.01%
54
1084
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-22
1085
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-87
1086
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-27
1087
– –
-725
1088
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-70
1089
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-25
1090
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1091
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1092
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1093
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-88
1094
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-298
1095
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-125
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$0 ﹤0.01%
38
1097
– –
-784
1098
– –
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1099
$0 ﹤0.01%
+5
1100
– –
-33
42 43
44
45 46