WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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
+$952K
2
+$938K
3
+$606K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$457K
5
BPFH
Boston Private Financial Holdings, Inc.
BPFH
+$261K

Top Sells

1
+$406K
2
+$271K
3
+$246K
4
EPD icon
Enterprise Products Partners
EPD
+$239K
5
META icon
Meta Platforms (Facebook)
META
+$233K

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
476
$20K ﹤0.01%
200
477
$20K ﹤0.01%
300
478
$20K ﹤0.01%
491
-1,005
479
$20K ﹤0.01%
180
-100
480
$19K ﹤0.01%
1,095
481
$19K ﹤0.01%
2,100
482
$19K ﹤0.01%
175
483
$19K ﹤0.01%
884
484
$19K ﹤0.01%
430
485
$19K ﹤0.01%
400
486
$19K ﹤0.01%
433
-1,222
487
$19K ﹤0.01%
438
488
$19K ﹤0.01%
4,800
489
$18K ﹤0.01%
146
490
$18K ﹤0.01%
566
491
$18K ﹤0.01%
+550
492
$18K ﹤0.01%
955
493
$18K ﹤0.01%
+1,200
494
$18K ﹤0.01%
1,070
495
$17K ﹤0.01%
88
496
$17K ﹤0.01%
+396
497
$17K ﹤0.01%
198
498
$17K ﹤0.01%
969
499
$17K ﹤0.01%
200
500
$17K ﹤0.01%
307
-1,303
18 19
20
21 22