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
426
$38K 0.01%
2,190
427
$38K 0.01%
400
428
$38K 0.01%
+750
429
$37K 0.01%
750
+390
430
$37K 0.01%
704
+44
431
$36K 0.01%
720
432
$36K 0.01%
1,000
-23
433
$35K 0.01%
+167
434
$35K 0.01%
651
435
$34K 0.01%
3,844
+658
436
$34K 0.01%
400
-155
437
$34K 0.01%
840
438
$34K 0.01%
401
439
$34K 0.01%
5,000
440
$33K 0.01%
+290
441
$33K 0.01%
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442
$33K 0.01%
4,800
443
$33K 0.01%
637
-29
444
$33K 0.01%
555
445
$33K 0.01%
676
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446
$32K 0.01%
608
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447
$32K 0.01%
555
-7,976
448
$32K 0.01%
237
-201
449
$31K 0.01%
25
450
$31K 0.01%
200
-6
16 17
18
19 20