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
$1.13B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$13.5M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$12.5M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$7.29M

Top Sells

1
+$10.9M
2
+$6.49M
3
+$5.21M
4
MSFT icon
Microsoft
MSFT
+$1.85M
5
PANW icon
Palo Alto Networks
PANW
+$1.77M

Sector Composition

1 Technology 18.88%
2 Industrials 11.95%
3 Financials 8.95%
4 Healthcare 8.67%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$411K 0.04%
2,923
-14
152
$410K 0.04%
12,648
-2,560
153
$409K 0.04%
1,027
154
$409K 0.04%
3,437
155
$408K 0.04%
1,672
-5
156
$406K 0.04%
5,712
157
$402K 0.04%
23,944
-956
158
$396K 0.04%
2,773
-48
159
$394K 0.03%
1,693
-104
160
$390K 0.03%
1,573
-366
161
$389K 0.03%
3,760
+6
162
$382K 0.03%
1,397
-13
163
$375K 0.03%
4,845
+1,664
164
$373K 0.03%
3,270
165
$367K 0.03%
4,647
+525
166
$363K 0.03%
6,085
-758
167
$362K 0.03%
6,139
+337
168
$360K 0.03%
8,360
169
$358K 0.03%
3,297
-1,298
170
$354K 0.03%
1,892
-75
171
$354K 0.03%
931
172
$352K 0.03%
2,027
+223
173
$348K 0.03%
1,546
-28,878
174
$333K 0.03%
2,244
-153
175
$332K 0.03%
2,491
-55
5 6
7
8 9