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
601
$8K ﹤0.01%
100
602
$8K ﹤0.01%
+96
603
$8K ﹤0.01%
+252
604
$8K ﹤0.01%
+136
605
$8K ﹤0.01%
+125
606
$7K ﹤0.01%
+360
607
$7K ﹤0.01%
1,000
+500
608
$7K ﹤0.01%
350
609
$7K ﹤0.01%
111
610
$7K ﹤0.01%
68
+64
611
$7K ﹤0.01%
182
612
$7K ﹤0.01%
300
-1,450
613
$7K ﹤0.01%
263
-3,509
614
$7K ﹤0.01%
+250
615
$6K ﹤0.01%
77
+51
616
$6K ﹤0.01%
66
617
$6K ﹤0.01%
151
-13
618
$6K ﹤0.01%
+200
619
$6K ﹤0.01%
350
620
$6K ﹤0.01%
+52
621
$6K ﹤0.01%
1,550
622
$6K ﹤0.01%
114
623
$6K ﹤0.01%
392
624
$6K ﹤0.01%
418
+145
625
$5K ﹤0.01%
40
23 24
25
26 27