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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
626
$5K ﹤0.01%
74
627
$5K ﹤0.01%
+360
628
$5K ﹤0.01%
+20
629
$5K ﹤0.01%
70
+58
630
$5K ﹤0.01%
75
+50
631
$5K ﹤0.01%
+49
632
$5K ﹤0.01%
+98
633
$5K ﹤0.01%
94
634
$5K ﹤0.01%
198
635
$5K ﹤0.01%
153
636
$5K ﹤0.01%
+74
637
$5K ﹤0.01%
+34
638
$5K ﹤0.01%
75
639
$5K ﹤0.01%
152
+82
640
$5K ﹤0.01%
115
641
$5K ﹤0.01%
700
642
$5K ﹤0.01%
+30
643
$5K ﹤0.01%
167
644
$5K ﹤0.01%
160
+83
645
$5K ﹤0.01%
100
646
$5K ﹤0.01%
200
647
$5K ﹤0.01%
66
+42
648
$4K ﹤0.01%
+43
649
$4K ﹤0.01%
1,181
+750
650
$4K ﹤0.01%
114
24 25
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