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
26
$6.36M 1.01%
28,194
-180
27
$6.35M 1.01%
81,666
+688
28
$6.28M 1%
123,039
+24,100
29
$6.19M 0.98%
176,692
+93,265
30
$6.11M 0.97%
124,356
+992
31
$6.03M 0.96%
31,889
+29,904
32
$5.99M 0.95%
51,681
+8,733
33
$5.98M 0.95%
23,526
+3,969
34
$5.97M 0.95%
31,463
+29,124
35
$5.71M 0.9%
3,116
+1,535
36
$5.7M 0.9%
86,226
+202
37
$5.4M 0.86%
104,244
+54,659
38
$4.82M 0.76%
87,411
+1,419
39
$4.75M 0.75%
129,500
+60,272
40
$4.66M 0.74%
182,176
+78,092
41
$4.59M 0.73%
56,004
+5,344
42
$4.19M 0.66%
29,963
+14,605
43
$4.05M 0.64%
52,678
+26,086
44
$3.88M 0.62%
78,448
+31,596
45
$3.76M 0.6%
195,989
-6,463
46
$3.75M 0.59%
28,826
+8,437
47
$3.71M 0.59%
376,187
+152,905
48
$3.54M 0.56%
39,115
+20,256
49
$3.49M 0.55%
54,994
-680
50
$3.4M 0.54%
73,939
+38,195
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