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
476
$29K ﹤0.01%
807
+567
477
$28K ﹤0.01%
149
+129
478
$28K ﹤0.01%
600
+200
479
$28K ﹤0.01%
1,300
+650
480
$28K ﹤0.01%
750
481
$28K ﹤0.01%
4,600
-7,500
482
$28K ﹤0.01%
+1,000
483
$28K ﹤0.01%
250
-255
484
$28K ﹤0.01%
1,070
485
$27K ﹤0.01%
+165
486
$27K ﹤0.01%
1,245
487
$26K ﹤0.01%
267
-310
488
$26K ﹤0.01%
884
489
$26K ﹤0.01%
123
+122
490
$26K ﹤0.01%
+400
491
$25K ﹤0.01%
60
+30
492
$24K ﹤0.01%
520
-440
493
$24K ﹤0.01%
+700
494
$24K ﹤0.01%
200
495
$24K ﹤0.01%
448
496
$24K ﹤0.01%
232
497
$24K ﹤0.01%
+707
498
$24K ﹤0.01%
500
499
$23K ﹤0.01%
150
-8
500
$23K ﹤0.01%
+245
18 19
20
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