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
151
$319K 0.07%
4,618
-1,546
152
$318K 0.07%
6,412
+113
153
$318K 0.07%
4,877
154
$310K 0.07%
2,536
155
$310K 0.07%
2,200
-43
156
$306K 0.07%
3,535
+3,350
157
$306K 0.07%
2,790
158
$294K 0.07%
2,562
+146
159
$276K 0.06%
7,405
+430
160
$272K 0.06%
4,815
-100
161
$272K 0.06%
6,084
-50
162
$271K 0.06%
3,662
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163
$271K 0.06%
1,289
+41
164
$269K 0.06%
2,296
+634
165
$265K 0.06%
24,330
166
$259K 0.06%
1,112
167
$254K 0.06%
3,355
-26
168
$252K 0.06%
3,763
-383
169
$251K 0.06%
4,119
+253
170
$245K 0.06%
4,461
171
$241K 0.05%
4,788
172
$239K 0.05%
2,791
-8
173
$238K 0.05%
10,314
-132
174
$233K 0.05%
4,175
+74
175
$231K 0.05%
3,206
-603
5 6
7
8 9