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
176
$294K 0.03%
2,900
177
$293K 0.03%
1,967
178
$291K 0.03%
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-234
179
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-1,538
180
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+3,297
181
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3,085
-18
182
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183
$284K 0.03%
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184
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185
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9,193
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186
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187
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1,804
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188
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189
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190
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191
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192
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193
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194
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195
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40
196
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197
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198
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3,181
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199
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1,467
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200
$233K 0.02%
+4,881
5 6 7
8
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