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
326
$87K 0.01%
1,147
-4
327
$87K 0.01%
1,050
-870
328
$86K 0.01%
1,656
-18
329
$86K 0.01%
1,085
-172
330
$85K 0.01%
2,920
331
$85K 0.01%
4,600
-570
332
$85K 0.01%
901
333
$85K 0.01%
1,739
-125
334
$84K 0.01%
500
335
$84K 0.01%
1,790
-1,255
336
$84K 0.01%
453
337
$83K 0.01%
4,139
+3,170
338
$81K 0.01%
2,053
+1,000
339
$79K 0.01%
2,400
+1,400
340
$79K 0.01%
+1,150
341
$79K 0.01%
1,974
342
$79K 0.01%
1,680
+840
343
$78K 0.01%
850
+800
344
$77K 0.01%
824
-128
345
$77K 0.01%
792
+17
346
$77K 0.01%
1,320
347
$77K 0.01%
315
348
$76K 0.01%
3,550
+1,550
349
$76K 0.01%
1,620
+300
350
$76K 0.01%
1,180
-235
12 13
14
15 16