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
651
$2K ﹤0.01%
40
-20
652
$2K ﹤0.01%
25
-72
653
$2K ﹤0.01%
+38
654
$2K ﹤0.01%
26
655
$2K ﹤0.01%
45
656
$2K ﹤0.01%
+28
657
$2K ﹤0.01%
70
-38
658
$2K ﹤0.01%
66
659
$2K ﹤0.01%
72
660
$2K ﹤0.01%
50
661
$1K ﹤0.01%
111
662
$1K ﹤0.01%
36
663
$1K ﹤0.01%
6
-5
664
$1K ﹤0.01%
35
665
$1K ﹤0.01%
11
-11
666
$1K ﹤0.01%
59
667
$1K ﹤0.01%
90
668
$1K ﹤0.01%
+32
669
$1K ﹤0.01%
67
670
$1K ﹤0.01%
27
-21
671
$1K ﹤0.01%
17
-8
672
$1K ﹤0.01%
2
673
$1K ﹤0.01%
67
674
$1K ﹤0.01%
25
-8
675
– –
-15
25 26
27
28 29