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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
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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-500
702
– –
-645
703
$0 ﹤0.01%
16
704
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-50
705
– –
-2,365
706
– –
-144
707
$0 ﹤0.01%
8
708
$0 ﹤0.01%
12
-7,727
709
– –
-225
710
– –
-200
711
– –
-300
712
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713
– –
-4,000
714
– –
-140
715
– –
-188
716
– –
-400
717
$0 ﹤0.01%
5
-173
718
– –
-400
719
$0 ﹤0.01%
5
-162
720
– –
-547
721
– –
-1,225
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