WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$7.71M
3
+$3.14M
4
LHX icon
L3Harris
LHX
+$1.72M
5
HD icon
Home Depot
HD
+$1.62M

Top Sells

1
+$9.28M
2
+$7.8M
3
+$6.12M
4
IYR icon
iShares US Real Estate ETF
IYR
+$4.95M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.43M

Sector Composition

1 Industrials 26.6%
2 Technology 17.39%
3 Financials 12.63%
4 Healthcare 8.87%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.94M 1.22%
73,392
+2,029
27
$9.64M 1.19%
29,473
-1,144
28
$9.56M 1.18%
+60,685
29
$9.36M 1.15%
53,366
+557
30
$9.14M 1.13%
123,594
-382
31
$8.61M 1.06%
37,768
+10
32
$8.34M 1.03%
37,824
+1,993
33
$8.33M 1.03%
154,017
+142,455
34
$7.63M 0.94%
76,773
+4,523
35
$7.58M 0.93%
143,320
36
$7.17M 0.88%
64,213
+3,482
37
$7.14M 0.88%
74,638
+5,036
38
$6.77M 0.83%
33,410
+8,504
39
$6.58M 0.81%
87,086
-1,105
40
$5.43M 0.67%
19,397
+996
41
$4.81M 0.59%
32,106
+1,664
42
$4.56M 0.56%
43,004
+1,344
43
$4.36M 0.54%
21,077
+2,660
44
$4.21M 0.52%
29,915
+1,703
45
$4M 0.49%
47,250
+5,327
46
$3.9M 0.48%
50,175
+397
47
$3.77M 0.46%
313,966
48
$3.57M 0.44%
22,482
+5,525
49
$3.54M 0.44%
9,936
+28
50
$3.45M 0.43%
31,918
-85,795
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