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
$630M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.13M
3
+$5.66M
4
ABBV icon
AbbVie
ABBV
+$5.62M
5
ELV icon
Elevance Health
ELV
+$5.53M

Top Sells

1
+$3.33M
2
+$2.27M
3
+$1.97M
4
PCAR icon
PACCAR
PCAR
+$441K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$314K

Sector Composition

1 Industrials 27.48%
2 Financials 14.6%
3 Technology 10.69%
4 Healthcare 8.99%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$183K 0.03%
12,187
227
$183K 0.03%
4,094
228
$180K 0.03%
2,800
229
$179K 0.03%
8,929
230
$177K 0.03%
3,165
231
$176K 0.03%
2,309
+1,761
232
$174K 0.03%
4,425
+810
233
$174K 0.03%
1,600
234
$171K 0.03%
60
-8
235
$168K 0.03%
2,731
-750
236
$168K 0.03%
1,709
+433
237
$168K 0.03%
3,160
-450
238
$166K 0.03%
370
-25
239
$166K 0.03%
2,359
+119
240
$163K 0.03%
946
+456
241
$163K 0.03%
2,744
+1,309
242
$163K 0.03%
2,507
+725
243
$162K 0.03%
1,293
+125
244
$162K 0.03%
2,100
+200
245
$161K 0.03%
6,390
-1,520
246
$158K 0.03%
3,000
247
$158K 0.03%
2,640
-2,370
248
$155K 0.02%
2,419
-1,435
249
$155K 0.02%
5,994
+1,301
250
$151K 0.02%
3,930
-144
8 9
10
11 12