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
201
$203K 0.04%
4,065
-532
202
$199K 0.04%
7,379
+7,094
203
$199K 0.04%
1,670
204
$197K 0.04%
3,481
-635
205
$197K 0.04%
4,208
-32
206
$196K 0.04%
4,700
+1,538
207
$186K 0.04%
10,035
-435
208
$183K 0.04%
6,327
+2,300
209
$183K 0.04%
1,700
-5
210
$182K 0.04%
4,778
211
$181K 0.04%
+12,187
212
$181K 0.04%
3,250
213
$181K 0.04%
1,411
-48
214
$181K 0.04%
1,963
+1,511
215
$181K 0.04%
2,782
-123
216
$180K 0.04%
+4,094
217
$180K 0.04%
+7,062
218
$179K 0.04%
+8,929
219
$179K 0.04%
2,660
-3,976
220
$177K 0.04%
2,969
-656
221
$177K 0.04%
84
-5
222
$175K 0.04%
1,752
+88
223
$174K 0.04%
4,050
-813
224
$172K 0.04%
16,820
225
$165K 0.04%
2,800
7 8
9
10 11