WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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
+$9.84M
2
+$6.01M
3
+$5.54M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.42M
5
AAPL icon
Apple
AAPL
+$5.22M

Top Sells

1
+$3.27M
2
+$2.5M
3
+$1.94M
4
PCAR icon
PACCAR
PCAR
+$413K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$307K

Sector Composition

1 Industrials 27.49%
2 Financials 14.6%
3 Technology 10.68%
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%
+1,316
390
$57K 0.01%
1,560
391
$57K 0.01%
800
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
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396
$55K 0.01%
1,220
-205
397
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860
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398
$55K 0.01%
850
-1,817
399
$55K 0.01%
2,356
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400
$55K 0.01%
646
-550
14 15
16
17 18