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
376
$61K 0.01%
929
377
$61K 0.01%
+1,255
378
$60K 0.01%
720
-190
379
$60K 0.01%
4,004
+2,002
380
$60K 0.01%
806
381
$59K 0.01%
2,740
382
$59K 0.01%
2,286
+386
383
$59K 0.01%
4,438
-229
384
$59K 0.01%
515
385
$59K 0.01%
1,028
+460
386
$58K 0.01%
1,291
-32
387
$58K 0.01%
450
388
$58K 0.01%
399
389
$57K 0.01%
800
390
$57K 0.01%
+1,316
391
$57K 0.01%
1,560
392
$57K 0.01%
3,800
+1,900
393
$56K 0.01%
1,809
394
$56K 0.01%
964
395
$56K 0.01%
2,412
-33
396
$55K 0.01%
850
-1,817
397
$55K 0.01%
2,356
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398
$55K 0.01%
646
-550
399
$55K 0.01%
1,220
-205
400
$55K 0.01%
860
-500
14 15
16
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