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
76
$1.08M 0.23%
8,227
+545
77
$1.07M 0.23%
7,798
+957
78
$1.04M 0.23%
8,848
-48
79
$1M 0.22%
6,123
+9
80
$934K 0.2%
7,804
+370
81
$916K 0.2%
23,172
-190
82
$910K 0.2%
33,700
-42
83
$872K 0.19%
10,369
+4,990
84
$870K 0.19%
13,816
85
$848K 0.18%
5,089
+61
86
$817K 0.18%
6,714
+91
87
$795K 0.17%
7,960
-69
88
$790K 0.17%
18,626
+8,057
89
$756K 0.16%
19,230
-175
90
$746K 0.16%
7,040
+929
91
$744K 0.16%
11,742
+6,625
92
$740K 0.16%
10,442
+4,695
93
$730K 0.16%
267,960
-1,640
94
$725K 0.16%
14,652
+948
95
$702K 0.15%
6,750
-1,315
96
$701K 0.15%
12,837
+8,628
97
$690K 0.15%
5,321
-68
98
$676K 0.15%
19,389
-28
99
$673K 0.15%
8,100
-2
100
$657K 0.14%
8,308
-2,061
2 3
4
5 6