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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
$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
751
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-5,194
752
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-40
753
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-2,800
754
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755
– –
-47
756
– –
-1,527
757
$0 ﹤0.01%
16
758
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759
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760
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-31
761
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-50
762
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763
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764
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-63
765
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-26
766
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767
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768
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769
$0 ﹤0.01%
8
770
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-3,271
771
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772
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773
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774
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775
– –
-5
29 30
31
32 33