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
101
$818K 0.09%
6,831
+420
102
$781K 0.08%
7,487
+2,983
103
$778K 0.08%
19,835
+242
104
$724K 0.08%
23,532
105
$721K 0.08%
20,483
-17,702
106
$719K 0.08%
2,990
+38
107
$718K 0.08%
7,611
108
$692K 0.07%
9,965
+1,600
109
$675K 0.07%
13,532
-534
110
$664K 0.07%
3,755
-412
111
$661K 0.07%
8,439
+48
112
$659K 0.07%
12,357
+366
113
$645K 0.07%
2,100
+466
114
$641K 0.07%
4,225
+1,303
115
$618K 0.06%
2,322
-735
116
$614K 0.06%
15,773
+4,293
117
$601K 0.06%
1,381
-25
118
$574K 0.06%
4,092
-55
119
$536K 0.06%
2,326
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120
$536K 0.06%
21,148
121
$535K 0.06%
20,889
122
$524K 0.05%
9,444
123
$522K 0.05%
4,976
-61
124
$512K 0.05%
4,233
125
$505K 0.05%
2,735
+345
3 4
5
6 7