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
$630M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$6.01M
3
+$5.54M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.42M
5
AAPL icon
Apple
AAPL
+$5.22M

Top Sells

1
+$3.27M
2
+$2.5M
3
+$1.94M
4
PCAR icon
PACCAR
PCAR
+$413K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$307K

Sector Composition

1 Industrials 27.49%
2 Financials 14.6%
3 Technology 10.68%
4 Healthcare 8.99%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$23K ﹤0.01%
288
502
$23K ﹤0.01%
860
-555
503
$22K ﹤0.01%
780
504
$22K ﹤0.01%
724
+362
505
$22K ﹤0.01%
6,300
506
$21K ﹤0.01%
10,815
+4,300
507
$21K ﹤0.01%
491
508
$21K ﹤0.01%
178
+83
509
$20K ﹤0.01%
+166
510
$20K ﹤0.01%
1,315
+66
511
$20K ﹤0.01%
433
512
$20K ﹤0.01%
+500
513
$20K ﹤0.01%
457
514
$20K ﹤0.01%
1,200
515
$20K ﹤0.01%
+1,400
516
$19K ﹤0.01%
430
517
$19K ﹤0.01%
+1,000
518
$19K ﹤0.01%
1,095
519
$19K ﹤0.01%
265
+165
520
$19K ﹤0.01%
388
+270
521
$18K ﹤0.01%
146
522
$18K ﹤0.01%
4,970
+1,900
523
$18K ﹤0.01%
198
524
$18K ﹤0.01%
+556
525
$18K ﹤0.01%
408
+219
19 20
21
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