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
326
$76K 0.02%
500
-14
327
$75K 0.02%
1,078
-64
328
$75K 0.02%
1,320
329
$75K 0.02%
1,510
-45
330
$73K 0.02%
1,425
+668
331
$72K 0.02%
3,090
-24,942
332
$71K 0.02%
1,680
333
$71K 0.02%
1,690
+1,650
334
$71K 0.02%
1,675
+368
335
$70K 0.02%
1,190
-34
336
$70K 0.02%
+1,655
337
$70K 0.02%
4,433
338
$70K 0.02%
2,050
+57
339
$69K 0.01%
2,470
340
$69K 0.01%
1,243
-1,318
341
$67K 0.01%
500
342
$67K 0.01%
910
343
$67K 0.01%
4,871
-597
344
$67K 0.01%
7,000
345
$67K 0.01%
1,206
-3,246
346
$67K 0.01%
360
+353
347
$65K 0.01%
+1,900
348
$65K 0.01%
1,096
-30
349
$65K 0.01%
+1,500
350
$65K 0.01%
315
12 13
14
15 16