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
151
$349K 0.08%
8,095
-152
152
$348K 0.08%
4,814
+4,719
153
$346K 0.07%
10,460
154
$346K 0.07%
3,380
-89
155
$343K 0.07%
3,863
-3,622
156
$342K 0.07%
8,282
+8,235
157
$339K 0.07%
2,210
+10
158
$330K 0.07%
9,780
-1,300
159
$330K 0.07%
+18,153
160
$325K 0.07%
4,877
161
$315K 0.07%
2,860
+70
162
$314K 0.07%
4,235
+472
163
$310K 0.07%
3,805
+143
164
$303K 0.07%
3,760
-952
165
$302K 0.07%
2,509
-27
166
$289K 0.06%
5,220
+759
167
$289K 0.06%
2,199
-4,298
168
$286K 0.06%
4,775
-40
169
$281K 0.06%
1,176
-113
170
$278K 0.06%
11,589
+1,275
171
$274K 0.06%
24,330
172
$274K 0.06%
3,370
+996
173
$274K 0.06%
4,350
+350
174
$264K 0.06%
3,742
-876
175
$260K 0.06%
3,352
+2,452
5 6
7
8 9