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
526
$17K ﹤0.01%
891
-84
527
$17K ﹤0.01%
+255
528
$17K ﹤0.01%
+175
529
$17K ﹤0.01%
450
530
$17K ﹤0.01%
387
-53
531
$17K ﹤0.01%
140
532
$17K ﹤0.01%
150
-7
533
$17K ﹤0.01%
740
534
$16K ﹤0.01%
146
-8
535
$16K ﹤0.01%
88
-12
536
$16K ﹤0.01%
198
537
$16K ﹤0.01%
139
-4,735
538
$16K ﹤0.01%
185
-3,350
539
$16K ﹤0.01%
400
540
$16K ﹤0.01%
154
-10
541
$15K ﹤0.01%
287
-800
542
$15K ﹤0.01%
+2,000
543
$15K ﹤0.01%
438
544
$15K ﹤0.01%
191
545
$15K ﹤0.01%
1,000
546
$14K ﹤0.01%
36
-6
547
$14K ﹤0.01%
300
-125
548
$14K ﹤0.01%
962
549
$14K ﹤0.01%
148
-25
550
$14K ﹤0.01%
178
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20 21
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