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
$864M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.5M
3
+$7.41M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.81M
5
CMCSA icon
Comcast
CMCSA
+$3.78M

Top Sells

1
+$114M
2
+$17.1M
3
+$14.4M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$11.9M
5
PANW icon
Palo Alto Networks
PANW
+$5.29M

Sector Composition

1 Technology 21.72%
2 Industrials 11.85%
3 Financials 11.14%
4 Healthcare 10.33%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$315K 0.04%
1,035
+13
177
$312K 0.04%
2,625
178
$307K 0.04%
2,635
179
$300K 0.03%
6,390
180
$299K 0.03%
2,900
-196
181
$295K 0.03%
4,775
182
$292K 0.03%
3,763
183
$287K 0.03%
10,640
-402
184
$280K 0.03%
4,884
-2
185
$275K 0.03%
+4,849
186
$274K 0.03%
911
-70
187
$273K 0.03%
1,754
188
$273K 0.03%
+7,423
189
$267K 0.03%
5,791
+1,112
190
$262K 0.03%
3,451
-115
191
$260K 0.03%
2,253
-287
192
$259K 0.03%
2,035
+8
193
$258K 0.03%
1,962
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194
$245K 0.03%
+2,045
195
$242K 0.03%
1,114
196
$242K 0.03%
15,446
+2,303
197
$241K 0.03%
+1,210
198
$239K 0.03%
2,380
-171
199
$238K 0.03%
5,308
-1,842
200
$237K 0.03%
1,000
6 7
8
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