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

Top Buys

1
+$427K
2
+$318K
3
+$294K
4
VTRS icon
Viatris
VTRS
+$259K
5
NEE icon
NextEra Energy
NEE
+$237K

Top Sells

1
+$642K
2
+$448K
3
+$447K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$434K
5
META icon
Meta Platforms (Facebook)
META
+$291K

Sector Composition

1 Industrials 32.29%
2 Financials 11.15%
3 Healthcare 10%
4 Technology 8.18%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$14K ﹤0.01%
650
527
$14K ﹤0.01%
396
528
$14K ﹤0.01%
891
529
$14K ﹤0.01%
1,000
530
$14K ﹤0.01%
212
531
$14K ﹤0.01%
1,545
-815
532
$14K ﹤0.01%
200
533
$14K ﹤0.01%
+200
534
$14K ﹤0.01%
178
535
$13K ﹤0.01%
504
536
$13K ﹤0.01%
200
537
$13K ﹤0.01%
884
538
$13K ﹤0.01%
1,053
539
$13K ﹤0.01%
200
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540
$13K ﹤0.01%
250
541
$13K ﹤0.01%
947
542
$13K ﹤0.01%
550
543
$13K ﹤0.01%
225
544
$12K ﹤0.01%
365
-25
545
$12K ﹤0.01%
367
546
$12K ﹤0.01%
+400
547
$12K ﹤0.01%
114
-200
548
$12K ﹤0.01%
500
-1,100
549
$12K ﹤0.01%
500
-5,507
550
$12K ﹤0.01%
300
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