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
176
$259K 0.06%
1,087
-25
177
$257K 0.06%
3,516
+121
178
$252K 0.05%
2,764
-27
179
$250K 0.05%
3,983
+3,083
180
$245K 0.05%
3,078
+269
181
$241K 0.05%
4,024
-151
182
$241K 0.05%
3,029
-326
183
$240K 0.05%
4,750
-38
184
$239K 0.05%
8,640
+6,440
185
$237K 0.05%
6,084
186
$237K 0.05%
9,830
187
$235K 0.05%
1,800
-20
188
$228K 0.05%
5,000
-24
189
$224K 0.05%
+12,287
190
$221K 0.05%
2,458
+440
191
$221K 0.05%
6,890
+4,953
192
$220K 0.05%
933
-702
193
$216K 0.05%
3,155
-51
194
$215K 0.05%
5,097
+388
195
$214K 0.05%
4,171
-13,720
196
$211K 0.05%
549
+212
197
$211K 0.05%
3,336
+755
198
$209K 0.05%
2,597
-71
199
$208K 0.04%
1,401
-25
200
$206K 0.04%
2,265
-67
6 7
8
9 10