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
176
$209K 0.03%
+4,096
177
$209K 0.03%
757
-73
178
$208K 0.03%
+734
179
$207K 0.03%
2,026
-278
180
$207K 0.03%
925
-81
181
$207K 0.03%
+1,336
182
$205K 0.03%
+7,921
183
$155K 0.02%
13,215
+2,670
184
$154K 0.02%
+13,181
185
$68K 0.01%
823
186
$48K 0.01%
+556
187
$36K ﹤0.01%
99
188
– –
-8,060
189
– –
-279,511
190
– –
-3,079
191
– –
-1,700
192
– –
-21,920
193
– –
-6,769
194
– –
-2,911
195
– –
-57,797
196
– –
-8,410
197
– –
-45,166
198
– –
-63,995
199
– –
-2,038
200
– –
-3,879
5 6 7
8
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