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
201
$166K 0.04%
3,479
+1,690
202
$163K 0.04%
2,192
+405
203
$163K 0.04%
2,550
+87
204
$161K 0.04%
2,374
+674
205
$161K 0.04%
+9,300
206
$159K 0.04%
+3,800
207
$158K 0.04%
1,359
+118
208
$157K 0.04%
2,093
+21
209
$155K 0.04%
8,744
+289
210
$155K 0.04%
1,923
-170
211
$154K 0.04%
1,651
+51
212
$153K 0.04%
3,982
+110
213
$152K 0.04%
4,778
214
$150K 0.04%
2,165
-736
215
$150K 0.04%
4,240
-168
216
$150K 0.04%
2,366
+428
217
$149K 0.04%
2,767
+2,480
218
$149K 0.04%
6,454
-142
219
$148K 0.04%
409
-23
220
$147K 0.04%
3,092
221
$146K 0.04%
4,219
+1,194
222
$146K 0.04%
89
-5
223
$146K 0.04%
1,816
-39,490
224
$142K 0.03%
980
-18
225
$142K 0.03%
3,250
7 8
9
10 11