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
$386M
AUM Growth
-$695K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$427K
2
+$318K
3
+$294K
4
VTRS icon
Viatris
VTRS
+$259K
5
NEE icon
NextEra Energy
NEE
+$237K

Top Sells

1
+$642K
2
+$448K
3
+$447K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$434K
5
META icon
Meta Platforms (Facebook)
META
+$291K

Sector Composition

1 Industrials 32.29%
2 Financials 11.15%
3 Healthcare 10%
4 Technology 8.18%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$27K 0.01%
+1,000
452
$27K 0.01%
1,300
+1,000
453
$27K 0.01%
1,000
454
$27K 0.01%
1,010
455
$27K 0.01%
3,110
-1,531
456
$26K 0.01%
+300
457
$26K 0.01%
4,600
458
$26K 0.01%
840
459
$26K 0.01%
100
460
$26K 0.01%
1,983
461
$26K 0.01%
3,345
462
$26K 0.01%
+150
463
$26K 0.01%
2,002
464
$25K 0.01%
1,725
465
$25K 0.01%
1,275
466
$25K 0.01%
2,080
467
$24K 0.01%
+3,000
468
$23K 0.01%
500
-300
469
$22K 0.01%
1,800
470
$22K 0.01%
2,000
471
$22K 0.01%
457
472
$22K 0.01%
450
473
$22K 0.01%
307
+79
474
$22K 0.01%
500
475
$21K 0.01%
162
17 18
19
20 21