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
276
$103K 0.02%
1,151
277
$103K 0.02%
1,242
-52
278
$102K 0.02%
1,756
+660
279
$98K 0.02%
1,069
-100
280
$98K 0.02%
+2,428
281
$97K 0.02%
900
282
$97K 0.02%
1,257
+19
283
$97K 0.02%
2,505
284
$96K 0.02%
776
285
$96K 0.02%
805
-73
286
$95K 0.02%
1,000
287
$94K 0.02%
1,200
-80
288
$94K 0.02%
18,402
289
$94K 0.02%
3,772
290
$93K 0.02%
1,674
-789
291
$93K 0.02%
1,531
+19
292
$91K 0.02%
2,360
293
$91K 0.02%
1,170
-175
294
$90K 0.02%
822
295
$90K 0.02%
2,675
-130
296
$89K 0.02%
744
-191
297
$89K 0.02%
1,100
-2,252
298
$88K 0.02%
1,500
299
$88K 0.02%
1,558
300
$87K 0.02%
453
+153
10 11
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