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
126
$423K 0.05%
5,569
+206
127
$417K 0.05%
2,949
-31
128
$406K 0.05%
7,714
-2,139
129
$387K 0.05%
5,940
-1,358
130
$386K 0.05%
973
-470
131
$377K 0.05%
2,684
-43
132
$370K 0.05%
1,001
+281
133
$358K 0.04%
+6,525
134
$349K 0.04%
3,992
135
$348K 0.04%
6,582
+45
136
$341K 0.04%
1,000
137
$330K 0.04%
+11,325
138
$323K 0.04%
2,334
-26
139
$322K 0.04%
10,460
140
$314K 0.04%
3,182
-8,780
141
$301K 0.04%
4,776
142
$297K 0.04%
4,774
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143
$289K 0.04%
1,670
144
$289K 0.04%
124
-1
145
$284K 0.04%
2,625
146
$282K 0.03%
4,612
147
$281K 0.03%
1,438
148
$279K 0.03%
1,973
-31
149
$268K 0.03%
2,732
-40
150
$266K 0.03%
+7,178
4 5
6
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