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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
576
$5K ﹤0.01%
91
577
$5K ﹤0.01%
700
578
$5K ﹤0.01%
118
579
$5K ﹤0.01%
+50
580
$5K ﹤0.01%
273
+4
581
$5K ﹤0.01%
33
582
$4K ﹤0.01%
200
583
$4K ﹤0.01%
139
584
$4K ﹤0.01%
500
585
$4K ﹤0.01%
40
586
$4K ﹤0.01%
13
587
$4K ﹤0.01%
+93
588
$4K ﹤0.01%
240
589
$4K ﹤0.01%
65
+20
590
$4K ﹤0.01%
98
591
$4K ﹤0.01%
311
592
$4K ﹤0.01%
195
593
$4K ﹤0.01%
50
594
$3K ﹤0.01%
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595
$3K ﹤0.01%
114
596
$3K ﹤0.01%
20
-240
597
$3K ﹤0.01%
184
598
$3K ﹤0.01%
70
599
$3K ﹤0.01%
70
-317
600
$3K ﹤0.01%
39
22 23
24
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