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
$463M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$577K
3
+$477K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$471K
5
OXY icon
Occidental Petroleum
OXY
+$420K

Top Sells

1
+$3.17M
2
+$1.18M
3
+$1M
4
BA icon
Boeing
BA
+$797K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$773K

Sector Composition

1 Industrials 33.88%
2 Financials 11.67%
3 Technology 8.39%
4 Healthcare 7.43%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$163K 0.04%
2,099
-51
227
$161K 0.03%
2,072
-21
228
$155K 0.03%
2,011
229
$151K 0.03%
2,217
-821
230
$150K 0.03%
6,840
-2,430
231
$150K 0.03%
1,693
+1,355
232
$145K 0.03%
2,463
-62
233
$142K 0.03%
3,074
234
$142K 0.03%
3,170
-294
235
$140K 0.03%
9,810
+1,478
236
$138K 0.03%
2,768
-3,842
237
$137K 0.03%
4,074
-149
238
$137K 0.03%
1,600
-14
239
$136K 0.03%
2,530
-51
240
$132K 0.03%
5,011
+1,040
241
$132K 0.03%
2,225
+231
242
$132K 0.03%
2,356
+2,286
243
$129K 0.03%
882
-304
244
$129K 0.03%
1,981
-22
245
$128K 0.03%
966
-561
246
$128K 0.03%
1,880
-36
247
$128K 0.03%
2,624
-38
248
$128K 0.03%
2,365
+2,100
249
$127K 0.03%
1,168
-141
250
$126K 0.03%
4,355
+63
8 9
10
11 12