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
126
$398K 0.09%
5,123
+557
127
$398K 0.09%
1,402
+169
128
$396K 0.09%
5,379
-248
129
$393K 0.09%
13,051
-47
130
$391K 0.09%
3,155
+32
131
$385K 0.09%
5,747
+695
132
$380K 0.09%
9,840
-780
133
$377K 0.09%
9,531
134
$376K 0.08%
4,050
-39
135
$368K 0.08%
11,691
-27,029
136
$366K 0.08%
3,054
-22
137
$366K 0.08%
8,247
-1,383
138
$365K 0.08%
1,635
+325
139
$364K 0.08%
5,117
-1,570
140
$360K 0.08%
3,332
-58
141
$359K 0.08%
10,460
142
$359K 0.08%
+4,660
143
$357K 0.08%
3,469
-30
144
$350K 0.08%
9,780
+2,070
145
$344K 0.08%
4,712
-297
146
$339K 0.08%
2,360
+548
147
$334K 0.08%
8,688
-73
148
$333K 0.08%
+11,080
149
$331K 0.07%
6,610
-3,858
150
$323K 0.07%
5,083
-43
4 5
6
7 8