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
151
$266K 0.03%
5,740
-7,050
152
$264K 0.03%
1,086
-671
153
$264K 0.03%
4,035
-82
154
$255K 0.03%
+3,945
155
$252K 0.03%
2,981
-500
156
$246K 0.03%
5,707
157
$245K 0.03%
1,051
-20
158
$245K 0.03%
4,208
159
$236K 0.03%
8,180
+705
160
$236K 0.03%
50
-5
161
$232K 0.03%
+3,981
162
$230K 0.03%
2,545
-219
163
$229K 0.03%
+4,967
164
$229K 0.03%
1,145
-6
165
$226K 0.03%
2,921
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166
$223K 0.03%
+9,878
167
$221K 0.03%
1,700
168
$218K 0.03%
2,261
169
$215K 0.03%
2,634
-245
170
$215K 0.03%
2,700
171
$215K 0.03%
+5,921
172
$213K 0.03%
+8,959
173
$213K 0.03%
+6,156
174
$210K 0.03%
+11,221
175
$209K 0.03%
+2,814
5 6
7
8 9