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
151
$376K 0.04%
965
+60
152
$374K 0.04%
1,797
-93
153
$374K 0.04%
24,900
+4,448
154
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155
$372K 0.04%
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156
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5,141
-903
157
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-22
158
$363K 0.04%
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159
$363K 0.04%
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160
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4,172
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161
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162
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163
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8,273
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164
$340K 0.04%
8,360
165
$338K 0.04%
3,145
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166
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167
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168
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169
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3,270
170
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171
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5,802
-23
172
$307K 0.03%
931
173
$307K 0.03%
+4,122
174
$306K 0.03%
2,546
-40
175
$305K 0.03%
2,821
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7
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