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
1101
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-41
1102
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1103
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-372
1104
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1105
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1106
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1107
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-90
1108
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-57
1109
– –
-400
1110
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-140
1111
$0 ﹤0.01%
10
-22
1112
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-4,580
1113
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-7
1114
$0 ﹤0.01%
3
-199
1115
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-338
1116
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-413
1117
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-70
1118
$0 ﹤0.01%
43
1119
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-28
1120
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1121
– –
-54
1122
– –
-65
1123
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-45
1124
– –
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1125
– –
-28
43 44
45
46 47