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
$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
State Street Consumer Staples Select Sector SPDR ETF
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
551
$14K ﹤0.01%
100
+50
552
$13K ﹤0.01%
30
+8
553
$13K ﹤0.01%
650
554
$13K ﹤0.01%
316
555
$13K ﹤0.01%
225
556
$13K ﹤0.01%
6,300
557
$12K ﹤0.01%
280
558
$12K ﹤0.01%
229
-40
559
$12K ﹤0.01%
3,070
560
$12K ﹤0.01%
140
561
$12K ﹤0.01%
500
-20
562
$12K ﹤0.01%
99
563
$12K ﹤0.01%
114
-9
564
$12K ﹤0.01%
+1,150
565
$11K ﹤0.01%
213
566
$11K ﹤0.01%
+554
567
$11K ﹤0.01%
345
568
$11K ﹤0.01%
250
569
$11K ﹤0.01%
691
-10
570
$10K ﹤0.01%
505
-454
571
$10K ﹤0.01%
187
572
$10K ﹤0.01%
211
573
$10K ﹤0.01%
100
-7
574
$10K ﹤0.01%
47
575
$10K ﹤0.01%
500
21 22
23
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