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
301
$89K 0.02%
1,220
-211
302
$88K 0.02%
2,805
+2,776
303
$88K 0.02%
1,558
-25
304
$88K 0.02%
+1,378
305
$88K 0.02%
3,772
306
$87K 0.02%
1,800
-18
307
$87K 0.02%
1,500
308
$87K 0.02%
2,360
-50
309
$86K 0.02%
1,400
-47
310
$85K 0.02%
1,752
+264
311
$84K 0.02%
2,999
-26
312
$84K 0.02%
1,881
-49
313
$83K 0.02%
4,000
-33
314
$82K 0.02%
992
+239
315
$82K 0.02%
6,400
-3,700
316
$82K 0.02%
1,492
-1,140
317
$81K 0.02%
2,920
-5,189
318
$80K 0.02%
1,360
319
$80K 0.02%
6,220
-130
320
$80K 0.02%
2,290
+2,261
321
$80K 0.02%
1,505
-942
322
$79K 0.02%
810
-85
323
$79K 0.02%
840
-41
324
$79K 0.02%
2,280
-26
325
$78K 0.02%
1,920
-29
11 12
13
14 15