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
276
$108K 0.02%
935
-424
277
$107K 0.02%
780
278
$107K 0.02%
1,565
-13
279
$106K 0.02%
1,000
-7
280
$106K 0.02%
1,151
-11
281
$103K 0.02%
1,294
-484
282
$103K 0.02%
1,276
-23
283
$102K 0.02%
1,280
-32
284
$102K 0.02%
1,238
+266
285
$100K 0.02%
878
+73
286
$98K 0.02%
900
-22
287
$97K 0.02%
18,402
288
$96K 0.02%
2,655
-26
289
$96K 0.02%
2,830
290
$95K 0.02%
+1,225
291
$95K 0.02%
1,280
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292
$95K 0.02%
550
293
$94K 0.02%
1,345
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294
$94K 0.02%
2,505
-62
295
$93K 0.02%
1,709
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296
$93K 0.02%
776
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297
$92K 0.02%
1,435
298
$89K 0.02%
822
-1,072
299
$89K 0.02%
1,512
-33
300
$89K 0.02%
1,610
+42
10 11
12
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