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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
1001
– –
-26
1002
– –
-20
1003
– –
-78
1004
– –
-38
1005
– –
-5
1006
– –
-440
1007
– –
-141
1008
– –
-33
1009
$0 ﹤0.01%
1
-1,144
1010
– –
-18
1011
– –
-5
1012
– –
-19
1013
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-36
1014
– –
-178
1015
– –
-8,386
1016
– –
-1,792
1017
– –
-41
1018
– –
-12
1019
– –
-10
1020
– –
-20
1021
– –
-8
1022
– –
-2,575
1023
– –
-21
1024
– –
-76
1025
– –
-24
39 40
41
42 43