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
476
$25K 0.01%
4,611
+11
477
$25K 0.01%
300
-8
478
$25K 0.01%
1,982
479
$24K 0.01%
500
480
$24K 0.01%
385
481
$23K 0.01%
2,100
482
$23K 0.01%
400
-25
483
$23K 0.01%
738
+399
484
$23K 0.01%
176
485
$23K 0.01%
+675
486
$23K 0.01%
198
+103
487
$23K 0.01%
2,901
488
$22K ﹤0.01%
1,100
-219
489
$22K ﹤0.01%
+1,559
490
$22K ﹤0.01%
207
-92
491
$22K ﹤0.01%
100
+94
492
$22K ﹤0.01%
457
-43
493
$22K ﹤0.01%
288
494
$21K ﹤0.01%
884
495
$21K ﹤0.01%
280
-42
496
$21K ﹤0.01%
200
497
$21K ﹤0.01%
1,715
+820
498
$21K ﹤0.01%
200
499
$21K ﹤0.01%
1,095
500
$21K ﹤0.01%
500
18 19
20
21 22