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
451
$36K 0.01%
885
452
$36K 0.01%
758
+122
453
$35K 0.01%
555
454
$35K 0.01%
2,635
+653
455
$34K 0.01%
555
456
$34K 0.01%
4,832
457
$34K 0.01%
1,102
-73,523
458
$33K 0.01%
718
-303
459
$33K 0.01%
1,400
460
$33K 0.01%
1,715
461
$33K 0.01%
400
462
$33K 0.01%
+1,000
463
$33K 0.01%
401
464
$33K 0.01%
25
465
$33K 0.01%
5,000
466
$32K 0.01%
1,800
467
$32K 0.01%
450
-870
468
$31K ﹤0.01%
+948
469
$31K ﹤0.01%
+356
470
$30K ﹤0.01%
1,122
471
$30K ﹤0.01%
400
+200
472
$30K ﹤0.01%
+602
473
$30K ﹤0.01%
3,225
474
$29K ﹤0.01%
500
-180
475
$29K ﹤0.01%
458
+229
17 18
19
20 21