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
126
$496K 0.05%
12,057
127
$495K 0.05%
1,157
-18
128
$492K 0.05%
13,842
+65
129
$479K 0.05%
6,116
+736
130
$474K 0.05%
936
+220
131
$474K 0.05%
10,211
-2,198
132
$448K 0.05%
2,873
+1,130
133
$444K 0.05%
6,843
134
$439K 0.05%
4,595
+572
135
$436K 0.05%
1,602
-1,060
136
$436K 0.05%
9,472
+650
137
$434K 0.05%
1,677
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138
$427K 0.04%
835
139
$421K 0.04%
5,834
140
$416K 0.04%
2,529
+665
141
$415K 0.04%
15,208
142
$414K 0.04%
10,138
+1,059
143
$413K 0.04%
6,256
+1,250
144
$411K 0.04%
1,939
145
$406K 0.04%
5,940
146
$400K 0.04%
1,410
+33
147
$399K 0.04%
5,712
148
$396K 0.04%
3,437
149
$392K 0.04%
1,305
+120
150
$384K 0.04%
3,754
+57
4 5
6
7 8