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
601
$8K ﹤0.01%
+96
602
$8K ﹤0.01%
+252
603
$8K ﹤0.01%
+136
604
$8K ﹤0.01%
+125
605
$8K ﹤0.01%
70
-115
606
$7K ﹤0.01%
1,000
+500
607
$7K ﹤0.01%
350
608
$7K ﹤0.01%
111
609
$7K ﹤0.01%
68
+64
610
$7K ﹤0.01%
182
611
$7K ﹤0.01%
300
-1,450
612
$7K ﹤0.01%
263
-3,509
613
$7K ﹤0.01%
+250
614
$7K ﹤0.01%
+360
615
$6K ﹤0.01%
350
616
$6K ﹤0.01%
77
+51
617
$6K ﹤0.01%
66
618
$6K ﹤0.01%
151
-13
619
$6K ﹤0.01%
+200
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