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
251
$126K 0.03%
1,974
-34
252
$125K 0.03%
8,055
-327
253
$125K 0.03%
2,019
-157
254
$123K 0.03%
2,380
+86
255
$122K 0.03%
3,376
-74
256
$121K 0.03%
+6,095
257
$120K 0.03%
1,581
-52
258
$120K 0.03%
7,292
-942
259
$120K 0.03%
1,979
-156
260
$120K 0.03%
835
261
$118K 0.03%
1,442
-27
262
$116K 0.03%
1,567
-114
263
$115K 0.02%
3,827
-68
264
$115K 0.02%
1,232
-10
265
$115K 0.02%
1,900
266
$114K 0.02%
520
-12
267
$112K 0.02%
6,560
268
$111K 0.02%
4,693
-2,133
269
$111K 0.02%
2,000
-11
270
$111K 0.02%
1,169
271
$111K 0.02%
2,832
-1,142
272
$110K 0.02%
1,018
-148
273
$110K 0.02%
480
+215
274
$109K 0.02%
840
+102
275
$108K 0.02%
466
9 10
11
12 13