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
551
$15K ﹤0.01%
4,800
552
$14K ﹤0.01%
3,150
553
$14K ﹤0.01%
+117
554
$14K ﹤0.01%
148
555
$14K ﹤0.01%
650
556
$14K ﹤0.01%
325
-300
557
$14K ﹤0.01%
+250
558
$13K ﹤0.01%
87
-150
559
$13K ﹤0.01%
230
-300
560
$13K ﹤0.01%
111
-18
561
$13K ﹤0.01%
500
562
$13K ﹤0.01%
396
+150
563
$13K ﹤0.01%
280
+210
564
$13K ﹤0.01%
100
565
$13K ﹤0.01%
1,800
566
$13K ﹤0.01%
1,400
+700
567
$12K ﹤0.01%
+1,200
568
$12K ﹤0.01%
+65
569
$12K ﹤0.01%
740
570
$12K ﹤0.01%
213
571
$12K ﹤0.01%
99
572
$12K ﹤0.01%
345
573
$12K ﹤0.01%
250
574
$11K ﹤0.01%
456
+228
575
$11K ﹤0.01%
100
-75
21 22
23
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