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
501
$23K ﹤0.01%
288
502
$23K ﹤0.01%
860
-555
503
$22K ﹤0.01%
390
504
$22K ﹤0.01%
6,300
505
$22K ﹤0.01%
724
+362
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%
265
+165
517
$19K ﹤0.01%
388
+270
518
$19K ﹤0.01%
430
519
$19K ﹤0.01%
+1,000
520
$19K ﹤0.01%
1,095
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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