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
576
$10K ﹤0.01%
118
577
$10K ﹤0.01%
500
578
$9K ﹤0.01%
196
-141
579
$9K ﹤0.01%
+309
580
$9K ﹤0.01%
168
581
$9K ﹤0.01%
300
582
$9K ﹤0.01%
+1,300
583
$9K ﹤0.01%
98
-655
584
$8K ﹤0.01%
7
585
$8K ﹤0.01%
100
-23
586
$8K ﹤0.01%
367
-46
587
$8K ﹤0.01%
1,550
588
$8K ﹤0.01%
246
-497
589
$8K ﹤0.01%
+500
590
$8K ﹤0.01%
80
591
$8K ﹤0.01%
182
592
$8K ﹤0.01%
234
593
$8K ﹤0.01%
500
594
$8K ﹤0.01%
1,805
595
$7K ﹤0.01%
+669
596
$7K ﹤0.01%
192
597
$7K ﹤0.01%
111
598
$7K ﹤0.01%
187
-47
599
$7K ﹤0.01%
+392
600
$7K ﹤0.01%
+250
22 23
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