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
$416M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.05M
3
+$2.84M
4
DLR icon
Digital Realty Trust
DLR
+$2.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$776K

Top Sells

1
+$3.98M
2
+$3.17M
3
+$2.55M
4
EMC
EMC CORPORATION
EMC
+$600K
5
META icon
Meta Platforms (Facebook)
META
+$273K

Sector Composition

1 Industrials 33.19%
2 Financials 10.65%
3 Healthcare 8.97%
4 Technology 8.58%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$279K 0.07%
10,460
152
$276K 0.07%
6,975
-3,262
153
$272K 0.07%
4,146
+802
154
$268K 0.06%
3,904
+168
155
$268K 0.06%
5,266
+1,765
156
$265K 0.06%
4,915
157
$264K 0.06%
2,416
-271
158
$260K 0.06%
3,381
+35
159
$257K 0.06%
21,301
+640
160
$252K 0.06%
24,330
161
$251K 0.06%
10,446
-1,668
162
$243K 0.06%
2,161
+1,339
163
$242K 0.06%
+9,830
164
$239K 0.06%
4,452
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165
$238K 0.06%
1,112
+25
166
$236K 0.06%
5,511
-2,929
167
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1,928
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168
$233K 0.06%
1,705
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169
$232K 0.06%
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170
$227K 0.05%
1,812
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171
$226K 0.05%
2,799
-781
172
$226K 0.05%
3,664
+13
173
$224K 0.05%
4,101
-3,593
174
$224K 0.05%
3,866
+1,780
175
$222K 0.05%
1,701
-482
5 6
7
8 9