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
301
$106K 0.02%
1,230
+60
302
$106K 0.02%
1,686
-178
303
$105K 0.02%
2,950
+2,550
304
$105K 0.02%
2,675
305
$104K 0.02%
4,270
-1,020
306
$101K 0.02%
1,650
-295
307
$100K 0.02%
1,499
+57
308
$100K 0.02%
1,000
309
$100K 0.02%
+9,785
310
$100K 0.02%
+2,000
311
$98K 0.02%
1,756
312
$96K 0.02%
1,200
313
$96K 0.02%
1,480
+290
314
$96K 0.02%
429
+189
315
$95K 0.02%
2,505
316
$93K 0.01%
1,558
317
$93K 0.01%
1,514
-486
318
$92K 0.01%
1,489
+600
319
$91K 0.01%
1,512
-19
320
$91K 0.01%
1,500
321
$91K 0.01%
2,373
+2,329
322
$90K 0.01%
822
323
$90K 0.01%
2,000
+1,000
324
$89K 0.01%
1,100
325
$89K 0.01%
1,881
11 12
13
14 15