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
401
$54K 0.01%
+2,648
402
$54K 0.01%
2,705
+1,305
403
$54K 0.01%
870
+400
404
$54K 0.01%
1,746
405
$53K 0.01%
+1,670
406
$53K 0.01%
+1,155
407
$52K 0.01%
701
+6
408
$52K 0.01%
2,860
-510
409
$52K 0.01%
2,075
+800
410
$51K 0.01%
3,320
+1,396
411
$51K 0.01%
355
-88
412
$51K 0.01%
1,200
-600
413
$50K 0.01%
535
+35
414
$50K 0.01%
880
+220
415
$50K 0.01%
3,606
416
$50K 0.01%
3,230
417
$50K 0.01%
313
418
$50K 0.01%
700
419
$50K 0.01%
2,556
-518
420
$49K 0.01%
+335
421
$48K 0.01%
704
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422
$48K 0.01%
3,701
+800
423
$46K 0.01%
590
-580
424
$46K 0.01%
731
+83
425
$46K 0.01%
309
-16
15 16
17
18 19