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

Top Buys

1
+$439K
2
+$370K
3
+$343K
4
VTRS icon
Viatris
VTRS
+$265K
5
NEE icon
NextEra Energy
NEE
+$218K

Top Sells

1
+$635K
2
+$476K
3
+$444K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$429K
5
META icon
Meta Platforms (Facebook)
META
+$293K

Sector Composition

1 Industrials 32.29%
2 Financials 11.15%
3 Healthcare 10%
4 Technology 8.18%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$21K 0.01%
483
-430
477
$21K 0.01%
+1,000
478
$20K 0.01%
1,000
479
$20K 0.01%
1,900
480
$20K 0.01%
+3,000
481
$20K 0.01%
200
482
$20K 0.01%
182
483
$20K 0.01%
200
484
$20K 0.01%
413
-693
485
$20K 0.01%
680
-3,116
486
$20K 0.01%
730
487
$19K ﹤0.01%
300
488
$19K ﹤0.01%
200
489
$19K ﹤0.01%
+134
490
$19K ﹤0.01%
102
+14
491
$18K ﹤0.01%
198
492
$18K ﹤0.01%
+500
493
$18K ﹤0.01%
1,000
494
$18K ﹤0.01%
4,311
495
$18K ﹤0.01%
445
+258
496
$18K ﹤0.01%
2,382
497
$18K ﹤0.01%
955
498
$18K ﹤0.01%
780
499
$18K ﹤0.01%
155
500
$18K ﹤0.01%
+1,817
18 19
20
21 22