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
576
$11K ﹤0.01%
+164
577
$11K ﹤0.01%
187
578
$11K ﹤0.01%
211
579
$11K ﹤0.01%
200
580
$11K ﹤0.01%
139
+100
581
$11K ﹤0.01%
47
582
$11K ﹤0.01%
+400
583
$10K ﹤0.01%
+201
584
$10K ﹤0.01%
724
+484
585
$10K ﹤0.01%
210
-410
586
$10K ﹤0.01%
190
-1,075
587
$10K ﹤0.01%
200
-1,200
588
$9K ﹤0.01%
7
589
$9K ﹤0.01%
168
590
$9K ﹤0.01%
+300
591
$9K ﹤0.01%
+250
592
$9K ﹤0.01%
670
-1,055
593
$9K ﹤0.01%
+170
594
$9K ﹤0.01%
80
-170
595
$9K ﹤0.01%
98
596
$9K ﹤0.01%
150
597
$8K ﹤0.01%
70
-115
598
$8K ﹤0.01%
213
-353
599
$8K ﹤0.01%
+100
600
$8K ﹤0.01%
+120
22 23
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