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
251
$151K 0.02%
+2,030
252
$150K 0.02%
1,232
253
$149K 0.02%
8,866
+4,433
254
$148K 0.02%
3,080
+1,680
255
$146K 0.02%
1,981
256
$146K 0.02%
446
+266
257
$145K 0.02%
2,847
+2,560
258
$145K 0.02%
1,974
259
$144K 0.02%
1,295
-1,565
260
$143K 0.02%
966
-11
261
$138K 0.02%
1,858
+1,458
262
$138K 0.02%
+1,500
263
$137K 0.02%
1,927
+150
264
$136K 0.02%
3,334
-74
265
$136K 0.02%
2,100
+1,800
266
$134K 0.02%
835
267
$133K 0.02%
3,000
+1,500
268
$131K 0.02%
968
+192
269
$131K 0.02%
+2,104
270
$131K 0.02%
2,918
+558
271
$130K 0.02%
3,074
272
$129K 0.02%
5,250
+3,650
273
$128K 0.02%
971
+227
274
$126K 0.02%
841
+41
275
$126K 0.02%
3,781
-104
9 10
11
12 13