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
276
$124K 0.02%
2,471
-115
277
$123K 0.02%
2,688
+998
278
$122K 0.02%
24,304
+5,902
279
$122K 0.02%
2,374
280
$121K 0.02%
1,489
-1,278
281
$120K 0.02%
2,220
+2,197
282
$120K 0.02%
1,866
-1,400
283
$119K 0.02%
2,675
+1,000
284
$118K 0.02%
466
285
$118K 0.02%
1,240
286
$118K 0.02%
1,018
287
$117K 0.02%
3,393
288
$117K 0.02%
1,301
-1,829
289
$116K 0.02%
2,881
-2,731
290
$115K 0.02%
1,177
-475
291
$115K 0.02%
10,800
292
$114K 0.02%
3,271
+1,302
293
$113K 0.02%
1,345
-135
294
$111K 0.02%
+5,143
295
$111K 0.02%
10,935
-2,600
296
$110K 0.02%
5,410
+5,382
297
$110K 0.02%
1,880
-16
298
$107K 0.02%
1,558
+779
299
$107K 0.02%
2,006
+1,201
300
$106K 0.02%
+1,000
10 11
12
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