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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
+$439K
2
+$370K
3
+$343K
4
VTRS icon
Viatris
VTRS
+$265K
5
NEE icon
NextEra Energy
NEE
+$218K

Top Sells

1
+$635K
2
+$476K
3
+$444K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$429K
5
META icon
Meta Platforms (Facebook)
META
+$293K

Sector Composition

1 Industrials 32.29%
2 Financials 11.15%
3 Healthcare 10%
4 Technology 8.18%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7K ﹤0.01%
625
602
$7K ﹤0.01%
150
603
$7K ﹤0.01%
126
+49
604
$6K ﹤0.01%
56
605
$6K ﹤0.01%
57
606
$6K ﹤0.01%
70
607
$6K ﹤0.01%
59
608
$6K ﹤0.01%
355
-100
609
$6K ﹤0.01%
372
610
$6K ﹤0.01%
+117
611
$6K ﹤0.01%
163
612
$6K ﹤0.01%
+199
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$6K ﹤0.01%
80
614
$6K ﹤0.01%
250
+150
615
$6K ﹤0.01%
182
616
$6K ﹤0.01%
+355
617
$6K ﹤0.01%
64
-13
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$6K ﹤0.01%
56
+35
619
$6K ﹤0.01%
200
620
$6K ﹤0.01%
500
621
$6K ﹤0.01%
154
622
$6K ﹤0.01%
118
623
$6K ﹤0.01%
250
624
$5K ﹤0.01%
30
625
$5K ﹤0.01%
66
23 24
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