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
$1.13B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$13.5M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$12.5M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$7.29M

Top Sells

1
+$10.9M
2
+$6.49M
3
+$5.21M
4
MSFT icon
Microsoft
MSFT
+$1.85M
5
PANW icon
Palo Alto Networks
PANW
+$1.77M

Sector Composition

1 Technology 18.88%
2 Industrials 11.95%
3 Financials 8.95%
4 Healthcare 8.67%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$246K 0.02%
5,441
+560
202
$244K 0.02%
1,200
203
$244K 0.02%
480
204
$243K 0.02%
+299
205
$237K 0.02%
9,878
206
$233K 0.02%
+1,333
207
$225K 0.02%
7,330
-2,500
208
$219K 0.02%
+2,644
209
$215K 0.02%
1,090
-128
210
$212K 0.02%
4,300
211
$212K 0.02%
8,041
212
$212K 0.02%
+1,131
213
$211K 0.02%
+880
214
$209K 0.02%
+260
215
$208K 0.02%
+935
216
$206K 0.02%
+1,446
217
$203K 0.02%
+2,541
218
$200K 0.02%
+891
219
$139K 0.01%
12,211
-2,011
220
$105K 0.01%
+12,147
221
$40.1K ﹤0.01%
26,533
222
– –
-1,754
223
– –
-957
224
– –
-1,041
225
– –
-13,532
6 7 8
9
10