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
426
$46K 0.01%
731
+83
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%
2,190
442
$39K 0.01%
700
-77
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%
885
449
$36K 0.01%
758
+122
450
$36K 0.01%
800
+400
16 17
18
19 20