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
26
$3.62M 0.78%
62,051
-2,071
27
$3.56M 0.77%
54,691
+967
28
$3.46M 0.75%
21,380
-312
29
$3.41M 0.74%
20,360
+985
30
$3.26M 0.7%
22,224
+829
31
$3.26M 0.7%
83,717
-13,699
32
$3.2M 0.69%
29,955
-1,547
33
$3.17M 0.68%
13,809
-271
34
$3.08M 0.66%
25,585
-1,336
35
$3.07M 0.66%
28,831
+457
36
$3.06M 0.66%
25,186
-173
37
$2.98M 0.64%
40,083
+6,408
38
$2.96M 0.64%
75,846
-3,363
39
$2.92M 0.63%
1,643
-156
40
$2.89M 0.62%
55,759
+1,888
41
$2.88M 0.62%
16,302
-4,508
42
$2.74M 0.59%
47,725
+580
43
$2.56M 0.55%
20,529
-8,058
44
$2.48M 0.54%
81,027
+3,717
45
$2.4M 0.52%
39,566
+3,734
46
$2.38M 0.51%
48,930
-8,882
47
$2.36M 0.51%
35,785
-1,408
48
$2.32M 0.5%
223,282
49
$2.29M 0.49%
71,412
-132
50
$2.24M 0.48%
20,856
-6,013
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