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
626
$5K ﹤0.01%
115
627
$5K ﹤0.01%
+20
628
$5K ﹤0.01%
980
629
$5K ﹤0.01%
30
+26
630
$5K ﹤0.01%
87
631
$5K ﹤0.01%
80
632
$5K ﹤0.01%
91
633
$5K ﹤0.01%
+45
634
$4K ﹤0.01%
70
-105
635
$4K ﹤0.01%
195
636
$4K ﹤0.01%
234
637
$4K ﹤0.01%
+60
638
$4K ﹤0.01%
+241
639
$4K ﹤0.01%
+56
640
$4K ﹤0.01%
+33
641
$4K ﹤0.01%
+125
642
$4K ﹤0.01%
98
643
$3K ﹤0.01%
48
644
$3K ﹤0.01%
114
645
$3K ﹤0.01%
184
646
$3K ﹤0.01%
65
647
$3K ﹤0.01%
20
-320
648
$3K ﹤0.01%
+110
649
$3K ﹤0.01%
+88
650
$3K ﹤0.01%
+156
24 25
26
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