WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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
+$6.36M
2
+$588K
3
+$467K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$464K
5
OXY icon
Occidental Petroleum
OXY
+$441K

Top Sells

1
+$2.95M
2
+$1.08M
3
+$963K
4
GWX icon
State Street SPDR S&P International Small Cap ETF
GWX
+$773K
5
BA icon
Boeing
BA
+$768K

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%
+750
427
$38K 0.01%
400
428
$38K 0.01%
2,190
429
$37K 0.01%
704
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430
$37K 0.01%
750
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431
$36K 0.01%
1,000
-23
432
$36K 0.01%
720
433
$35K 0.01%
651
434
$35K 0.01%
+167
435
$34K 0.01%
400
-155
436
$34K 0.01%
840
437
$34K 0.01%
401
438
$34K 0.01%
5,000
439
$34K 0.01%
3,844
+658
440
$33K 0.01%
4,800
441
$33K 0.01%
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442
$33K 0.01%
+290
443
$33K 0.01%
676
-81
444
$33K 0.01%
555
445
$33K 0.01%
637
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446
$32K 0.01%
237
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447
$32K 0.01%
555
-7,976
448
$32K 0.01%
608
+8
449
$31K 0.01%
25
450
$31K 0.01%
1,000
16 17
18
19 20