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
$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
701
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702
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703
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704
$0 ﹤0.01%
4
705
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706
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707
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708
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709
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-691
710
$0 ﹤0.01%
3
711
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712
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$0 ﹤0.01%
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714
$0 ﹤0.01%
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715
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716
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-645
717
$0 ﹤0.01%
16
718
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719
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-2,365
720
– –
-144
721
$0 ﹤0.01%
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