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
351
$75K 0.01%
1,250
-1,020
352
$73K 0.01%
+5,248
353
$73K 0.01%
1,525
-296
354
$73K 0.01%
6,400
355
$72K 0.01%
+1,700
356
$71K 0.01%
945
-529
357
$71K 0.01%
1,326
358
$69K 0.01%
4,506
359
$69K 0.01%
3,170
-650
360
$69K 0.01%
625
-160
361
$69K 0.01%
1,206
362
$67K 0.01%
1,600
363
$67K 0.01%
4,490
364
$67K 0.01%
360
365
$67K 0.01%
1,140
+420
366
$67K 0.01%
550
367
$66K 0.01%
500
-8
368
$66K 0.01%
1,517
+322
369
$65K 0.01%
1,425
370
$65K 0.01%
430
-30
371
$64K 0.01%
260
-200
372
$63K 0.01%
+794
373
$63K 0.01%
5,300
-1,700
374
$63K 0.01%
600
+288
375
$63K 0.01%
1,050
+450
13 14
15
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