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
51
$2.06M 0.44%
32,998
-6,193
52
$2.02M 0.44%
14,200
-6
53
$1.94M 0.42%
61,709
-2,079
54
$1.92M 0.41%
102,631
+1,182
55
$1.89M 0.41%
10,124
-479
56
$1.82M 0.39%
36,985
-3,620
57
$1.8M 0.39%
15,200
+2,143
58
$1.78M 0.39%
26,907
-115
59
$1.73M 0.37%
53,411
-918
60
$1.69M 0.36%
49,804
61
$1.62M 0.35%
32,697
+1,989
62
$1.5M 0.32%
12,334
-163
63
$1.49M 0.32%
18,495
-16
64
$1.47M 0.32%
11,001
+100
65
$1.46M 0.31%
40,381
-550
66
$1.44M 0.31%
8,630
-1,121
67
$1.37M 0.3%
58,102
-1,687
68
$1.34M 0.29%
8,352
-205
69
$1.32M 0.28%
11,790
-186
70
$1.31M 0.28%
11,632
+1,923
71
$1.26M 0.27%
7,768
-32
72
$1.2M 0.26%
30,479
-6,743
73
$1.18M 0.25%
19,693
-270
74
$1.16M 0.25%
10,326
-244
75
$1.14M 0.25%
24,507
-2,997
1 2
3
4 5