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
451
$31K 0.01%
1,000
452
$30K 0.01%
+800
453
$30K 0.01%
339
-23
454
$30K 0.01%
2,002
455
$30K 0.01%
385
-10
456
$30K 0.01%
1,275
457
$29K 0.01%
+3,225
458
$29K 0.01%
1,333
+40
459
$29K 0.01%
734
-11
460
$29K 0.01%
+4,000
461
$29K 0.01%
280
-340
462
$29K 0.01%
1,725
463
$29K 0.01%
4,832
464
$29K 0.01%
1,122
-112
465
$28K 0.01%
1,245
466
$28K 0.01%
7,123
467
$27K 0.01%
530
-1,025
468
$27K 0.01%
202
-12
469
$26K 0.01%
1,900
-59
470
$26K 0.01%
350
471
$26K 0.01%
620
472
$26K 0.01%
540
-52
473
$26K 0.01%
457
+320
474
$26K 0.01%
1,800
475
$25K 0.01%
750
+708
17 18
19
20 21