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
101
$650K 0.14%
11,666
-733
102
$614K 0.13%
5,722
+3,160
103
$611K 0.13%
17,984
+4,933
104
$599K 0.13%
7,664
-1,941
105
$587K 0.13%
3,136
+5
106
$564K 0.12%
14,994
-776
107
$547K 0.12%
10,983
+6,838
108
$524K 0.11%
11,791
+3,103
109
$514K 0.11%
20,228
-79
110
$513K 0.11%
4,096
+1,800
111
$507K 0.11%
15,416
-3,504
112
$507K 0.11%
6,453
-112
113
$480K 0.1%
68,109
114
$476K 0.1%
12,295
+4,890
115
$470K 0.1%
3,567
+513
116
$464K 0.1%
7,131
-387
117
$453K 0.1%
10,220
-600
118
$450K 0.1%
3,613
+46
119
$440K 0.1%
1,611
+209
120
$439K 0.09%
4,488
-628
121
$434K 0.09%
5,260
+250
122
$431K 0.09%
3,805
+3,245
123
$431K 0.09%
7,313
+3,194
124
$431K 0.09%
13,534
+11,358
125
$426K 0.09%
9,531
3 4
5
6 7