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
376
$58K 0.01%
929
-31
377
$58K 0.01%
1,710
+567
378
$57K 0.01%
645
-35,900
379
$56K 0.01%
750
+33
380
$56K 0.01%
180
381
$56K 0.01%
547
-205
382
$54K 0.01%
1,809
383
$54K 0.01%
3,230
384
$54K 0.01%
313
-124
385
$54K 0.01%
+1,974
386
$53K 0.01%
1,053
+448
387
$53K 0.01%
399
388
$52K 0.01%
2,879
-57
389
$52K 0.01%
602
+583
390
$52K 0.01%
785
+608
391
$51K 0.01%
2,125
-3,825
392
$51K 0.01%
300
-6
393
$50K 0.01%
240
394
$50K 0.01%
3,606
395
$50K 0.01%
1,560
396
$50K 0.01%
964
397
$49K 0.01%
500
-13
398
$48K 0.01%
1,746
399
$47K 0.01%
1,000
400
$47K 0.01%
1,000
-89
14 15
16
17 18