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
601
$7K ﹤0.01%
250
+101
602
$7K ﹤0.01%
150
603
$6K ﹤0.01%
+300
604
$6K ﹤0.01%
700
605
$6K ﹤0.01%
+223
606
$6K ﹤0.01%
100
-55
607
$6K ﹤0.01%
154
-23
608
$6K ﹤0.01%
33
609
$6K ﹤0.01%
57
-9
610
$6K ﹤0.01%
980
-17,776
611
$6K ﹤0.01%
91
-13
612
$6K ﹤0.01%
+200
613
$5K ﹤0.01%
66
-13
614
$5K ﹤0.01%
228
615
$5K ﹤0.01%
26
-478
616
$5K ﹤0.01%
90
617
$5K ﹤0.01%
350
618
$5K ﹤0.01%
+269
619
$5K ﹤0.01%
144
620
$4K ﹤0.01%
164
-29
621
$4K ﹤0.01%
115
622
$4K ﹤0.01%
13
+5
623
$4K ﹤0.01%
+125
624
$4K ﹤0.01%
240
625
$4K ﹤0.01%
98
-30
23 24
25
26 27