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
$812M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$7.71M
3
+$3.14M
4
LHX icon
L3Harris
LHX
+$1.72M
5
HD icon
Home Depot
HD
+$1.62M

Top Sells

1
+$9.28M
2
+$7.8M
3
+$6.12M
4
IYR icon
iShares US Real Estate ETF
IYR
+$4.95M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.43M

Sector Composition

1 Industrials 26.6%
2 Technology 17.39%
3 Financials 12.63%
4 Healthcare 8.87%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$838K 0.1%
9,447
-82
102
$822K 0.1%
7,940
-1,340
103
$819K 0.1%
6,430
-579
104
$788K 0.1%
59,080
-2,040
105
$763K 0.09%
20,357
106
$761K 0.09%
14,863
-99
107
$746K 0.09%
3,000
-233
108
$721K 0.09%
11,422
-2,663
109
$720K 0.09%
10,882
+366
110
$688K 0.08%
2,878
-32,646
111
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13,330
-3,875
112
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4,583
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113
$591K 0.07%
3,134
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114
$579K 0.07%
10,376
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115
$574K 0.07%
7,983
+4,037
116
$556K 0.07%
2,280
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117
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118
$515K 0.06%
11,385
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119
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2,806
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120
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3,839
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121
$509K 0.06%
3,661
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122
$504K 0.06%
6,433
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123
$471K 0.06%
4,616
-552
124
$468K 0.06%
7,304
-691
125
$458K 0.06%
1,706
3 4
5
6 7