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
$466M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$884K
3
+$644K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$475K
5
BPFH
Boston Private Financial Holdings, Inc.
BPFH
+$259K

Top Sells

1
+$406K
2
+$263K
3
+$239K
4
META icon
Meta Platforms (Facebook)
META
+$236K
5
INTC icon
Intel
INTC
+$232K

Sector Composition

1 Industrials 33.65%
2 Financials 12.21%
3 Technology 8.33%
4 Healthcare 7.7%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$158K 0.03%
+3,000
227
$146K 0.03%
1,974
228
$144K 0.03%
1,168
229
$142K 0.03%
4,074
230
$142K 0.03%
4,957
-54
231
$140K 0.03%
977
+11
232
$140K 0.03%
2,240
+840
233
$139K 0.03%
6,000
+2,000
234
$139K 0.03%
1,232
235
$138K 0.03%
3,045
-125
236
$138K 0.03%
13,535
-3,285
237
$136K 0.03%
3,885
+1,230
238
$136K 0.03%
7,839
+949
239
$133K 0.03%
796
-86
240
$133K 0.03%
2,270
-110
241
$132K 0.03%
3,408
+32
242
$131K 0.03%
2,586
+834
243
$130K 0.03%
7,155
-900
244
$129K 0.03%
4,025
-675
245
$129K 0.03%
1,900
246
$129K 0.03%
835
247
$128K 0.03%
1,981
248
$127K 0.03%
3,074
249
$127K 0.03%
1,777
-234
250
$126K 0.03%
2,000
8 9
10
11 12