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
401
$47K 0.01%
618
402
$47K 0.01%
+5,000
403
$47K 0.01%
800
-1,027
404
$46K 0.01%
927
405
$46K 0.01%
1,415
+459
406
$45K 0.01%
1,900
-70
407
$45K 0.01%
2,540
408
$44K 0.01%
450
-41
409
$43K 0.01%
260
-510
410
$43K 0.01%
625
+60
411
$43K 0.01%
690
-616
412
$42K 0.01%
533
-4,127
413
$42K 0.01%
4,642
+2,351
414
$42K 0.01%
648
-33
415
$41K 0.01%
514
+499
416
$41K 0.01%
1,400
-222
417
$40K 0.01%
+633
418
$40K 0.01%
310
-13
419
$40K 0.01%
650
420
$40K 0.01%
500
421
$40K 0.01%
1,053
422
$40K 0.01%
300
-905
423
$40K 0.01%
1,750
+409
424
$40K 0.01%
790
425
$39K 0.01%
340
-23
15 16
17
18 19