WTB
Washington Trust Bank Portfolio holdings
AUM
$1.19B
1-Year Return
15.35%
This Quarter Return
+12.28%
1 Year Return
+15.35%
3 Year Return
+72.36%
5 Year Return
+124.39%
10 Year Return
+261.5%
AUM
$1.13B
AUM Growth
+$171M
(+18%)
Cap. Flow
+$59.6M
Cap. Flow
% of AUM
5.28%
Top 10 Holdings %
Top 10 Hldgs %
36.13%
Holding
230
New
17
Increased
59
Reduced
91
Closed
9
Top Buys
| 1 |
iShares US Real Estate ETF
IYR
|
$15.2M |
| 2 |
Vanguard Total Bond Market
BND
|
$14.8M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$13.5M |
| 4 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$12.5M |
| 5 |
iShares Global Infrastructure ETF
IGF
|
$7.29M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$10.9M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
$6.49M |
| 3 |
NextEra Energy, Inc.
NEE
|
$5.21M |
| 4 |
Microsoft
MSFT
|
$1.85M |
| 5 |
Palo Alto Networks
PANW
|
$1.77M |
Sector Composition
| 1 | Technology | 18.88% |
| 2 | Industrials | 12.12% |
| 3 | Financials | 8.95% |
| 4 | Healthcare | 8.67% |
| 5 | Consumer Discretionary | 6.99% |
