WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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
+$6.36M
2
+$588K
3
+$467K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$464K
5
OXY icon
Occidental Petroleum
OXY
+$441K

Top Sells

1
+$2.95M
2
+$1.08M
3
+$963K
4
GWX icon
State Street SPDR S&P International Small Cap ETF
GWX
+$773K
5
BA icon
Boeing
BA
+$768K

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%
26
652
$2K ﹤0.01%
45
653
$2K ﹤0.01%
+28
654
$2K ﹤0.01%
70
-38
655
$2K ﹤0.01%
66
656
$2K ﹤0.01%
72
657
$2K ﹤0.01%
50
658
$2K ﹤0.01%
300
659
$2K ﹤0.01%
50
660
$2K ﹤0.01%
100
661
$1K ﹤0.01%
+32
662
$1K ﹤0.01%
2
663
$1K ﹤0.01%
67
664
$1K ﹤0.01%
25
-8
665
$1K ﹤0.01%
67
666
$1K ﹤0.01%
27
-21
667
$1K ﹤0.01%
111
668
$1K ﹤0.01%
36
669
$1K ﹤0.01%
6
-5
670
$1K ﹤0.01%
35
671
$1K ﹤0.01%
11
-11
672
$1K ﹤0.01%
59
673
$1K ﹤0.01%
90
674
$1K ﹤0.01%
17
-8
675
– –
-3
25 26
27
28 29