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
176
$219K 0.05%
3,094
+1,046
177
$215K 0.05%
3,809
+44
178
$215K 0.05%
4,194
+2,592
179
$209K 0.05%
2,332
+1,060
180
$202K 0.05%
1,662
+70
181
$201K 0.05%
6,134
+50
182
$201K 0.05%
2,777
+25
183
$199K 0.05%
4,149
-7
184
$195K 0.05%
4,461
+41
185
$194K 0.05%
4,788
+38
186
$189K 0.05%
4,000
187
$188K 0.05%
5,024
+24
188
$186K 0.04%
3,820
189
$184K 0.04%
2,821
+36
190
$183K 0.04%
1,527
+136
191
$181K 0.04%
4,427
+121
192
$179K 0.04%
1,670
193
$179K 0.04%
2,678
+481
194
$176K 0.04%
7,212
+85
195
$176K 0.04%
9,832
+32
196
$173K 0.04%
10,020
+1,560
197
$172K 0.04%
+16,820
198
$168K 0.04%
4,012
+38
199
$168K 0.04%
2,145
200
$168K 0.04%
2,800
6 7
8
9 10