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
351
$65K 0.01%
1,500
352
$64K 0.01%
785
+133
353
$64K 0.01%
1,326
354
$64K 0.01%
485
-39
355
$63K 0.01%
1,554
-58
356
$63K 0.01%
+1,496
357
$63K 0.01%
1,600
358
$63K 0.01%
4,490
359
$63K 0.01%
1,400
360
$62K 0.01%
1,400
-400
361
$62K 0.01%
493
-10
362
$62K 0.01%
300
-12
363
$62K 0.01%
655
-101
364
$62K 0.01%
4,506
-2
365
$61K 0.01%
757
-57
366
$61K 0.01%
450
-8
367
$61K 0.01%
529
+24
368
$60K 0.01%
1,350
+100
369
$60K 0.01%
1,402
+1,191
370
$60K 0.01%
1,960
371
$60K 0.01%
862
-385
372
$60K 0.01%
726
-6
373
$59K 0.01%
2,000
-24
374
$59K 0.01%
500
-50
375
$59K 0.01%
1,610
+107
13 14
15
16 17