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
426
$46K 0.01%
+1,000
427
$45K 0.01%
+1,400
428
$45K 0.01%
1,000
429
$43K 0.01%
1,110
-500
430
$42K 0.01%
435
431
$41K 0.01%
4,200
+2,100
432
$41K 0.01%
1,734
+34
433
$41K 0.01%
4,642
434
$41K 0.01%
1,000
435
$40K 0.01%
500
436
$40K 0.01%
400
+200
437
$40K 0.01%
381
+374
438
$40K 0.01%
339
439
$40K 0.01%
450
440
$39K 0.01%
+1,453
441
$39K 0.01%
700
-77
442
$39K 0.01%
2,190
443
$38K 0.01%
637
-21
444
$38K 0.01%
1,620
+886
445
$37K 0.01%
195
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446
$37K 0.01%
+1,102
447
$37K 0.01%
1,250
+700
448
$36K 0.01%
800
+400
449
$36K 0.01%
200
450
$36K 0.01%
1,200
-180
16 17
18
19 20