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
$466M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$884K
3
+$644K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$475K
5
BPFH
Boston Private Financial Holdings, Inc.
BPFH
+$259K

Top Sells

1
+$406K
2
+$263K
3
+$239K
4
META icon
Meta Platforms (Facebook)
META
+$236K
5
INTC icon
Intel
INTC
+$232K

Sector Composition

1 Industrials 33.65%
2 Financials 12.21%
3 Technology 8.33%
4 Healthcare 7.7%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$33K 0.01%
800
427
$33K 0.01%
+555
428
$33K 0.01%
1,400
429
$33K 0.01%
400
430
$33K 0.01%
2,190
431
$33K 0.01%
25
432
$33K 0.01%
1,160
-890
433
$32K 0.01%
1,431
+1,430
434
$32K 0.01%
600
-8
435
$31K 0.01%
640
+100
436
$30K 0.01%
2,002
437
$30K 0.01%
620
438
$30K 0.01%
1,275
439
$30K 0.01%
401
440
$30K 0.01%
3,225
441
$29K 0.01%
1,800
442
$29K 0.01%
1,122
443
$29K 0.01%
1,725
444
$29K 0.01%
1,924
+962
445
$29K 0.01%
312
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446
$28K 0.01%
530
447
$28K 0.01%
+1,000
448
$28K 0.01%
636
-40
449
$28K 0.01%
1,715
450
$27K 0.01%
4,832
16 17
18
19 20