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
501
$21K ﹤0.01%
+3,150
502
$20K ﹤0.01%
150
-17
503
$20K ﹤0.01%
300
504
$20K ﹤0.01%
430
505
$20K ﹤0.01%
+400
506
$20K ﹤0.01%
1,107
-288
507
$20K ﹤0.01%
390
-118
508
$19K ﹤0.01%
200
-29
509
$19K ﹤0.01%
6,515
+1,955
510
$19K ﹤0.01%
610
511
$19K ﹤0.01%
955
-40
512
$19K ﹤0.01%
650
513
$18K ﹤0.01%
566
+62
514
$18K ﹤0.01%
+266
515
$18K ﹤0.01%
175
516
$18K ﹤0.01%
+200
517
$18K ﹤0.01%
750
-42
518
$18K ﹤0.01%
400
519
$18K ﹤0.01%
1,725
520
$18K ﹤0.01%
+200
521
$18K ﹤0.01%
155
-14
522
$18K ﹤0.01%
+1,070
523
$18K ﹤0.01%
1,100
524
$18K ﹤0.01%
+185
525
$17K ﹤0.01%
969
-393
19 20
21
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