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
126
$425K 0.09%
11,180
+6,070
127
$424K 0.09%
11,995
-917
128
$422K 0.09%
1,576
+991
129
$406K 0.09%
11,657
-34
130
$405K 0.09%
13,669
+10,722
131
$400K 0.09%
12,773
+7,982
132
$395K 0.09%
3,094
-61
133
$395K 0.09%
16,776
+9,586
134
$394K 0.09%
5,974
-127
135
$392K 0.08%
9,460
-380
136
$390K 0.08%
8,286
-365
137
$387K 0.08%
2,339
-21
138
$385K 0.08%
15,018
+8,966
139
$371K 0.08%
4,000
-50
140
$367K 0.08%
10,705
-3,095
141
$366K 0.08%
6,723
-4,311
142
$365K 0.08%
9,190
-590
143
$365K 0.08%
4,231
+4,215
144
$365K 0.08%
4,454
-669
145
$364K 0.08%
3,250
-82
146
$360K 0.08%
7,040
+4,729
147
$356K 0.08%
9,985
+6,600
148
$353K 0.08%
6,628
+216
149
$353K 0.08%
30,361
+11,779
150
$350K 0.08%
5,044
-39
4 5
6
7 8