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
626
$4K ﹤0.01%
80
-9
627
$4K ﹤0.01%
311
+79
628
$4K ﹤0.01%
195
629
$4K ﹤0.01%
75
630
$4K ﹤0.01%
167
631
$4K ﹤0.01%
200
632
$4K ﹤0.01%
139
633
$4K ﹤0.01%
500
634
$4K ﹤0.01%
40
-12
635
$3K ﹤0.01%
48
-32
636
$3K ﹤0.01%
114
637
$3K ﹤0.01%
184
638
$3K ﹤0.01%
45
-16
639
$3K ﹤0.01%
250
640
$3K ﹤0.01%
70
-109
641
$3K ﹤0.01%
39
642
$3K ﹤0.01%
188
643
$3K ﹤0.01%
50
-21
644
$3K ﹤0.01%
105
645
$3K ﹤0.01%
54
646
$3K ﹤0.01%
25
647
$2K ﹤0.01%
300
648
$2K ﹤0.01%
50
649
$2K ﹤0.01%
100
650
$2K ﹤0.01%
+26
24 25
26
27 28