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
$1.03B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.8M
3
+$17.4M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$15.3M
5
NVDA icon
NVIDIA
NVDA
+$13.3M

Top Sells

1
+$13.9M
2
+$9.49M
3
+$4.67M
4
CMCSA icon
Comcast
CMCSA
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.11M

Sector Composition

1 Industrials 20.87%
2 Technology 20.24%
3 Financials 9.56%
4 Healthcare 9.1%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$208K 0.02%
+2,890
227
$208K 0.02%
+5,819
228
$206K 0.02%
341
-30
229
$203K 0.02%
2,188
-341
230
$153K 0.01%
12,758
231
$116K 0.01%
+2,500
232
$64K 0.01%
823
233
$15K ﹤0.01%
556
234
$15K ﹤0.01%
99
235
– –
-3,531
236
– –
-2,771
237
– –
-9,878
238
– –
-1,930
239
– –
-5,707
6 7 8 9
10