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
651
$3K ﹤0.01%
70
652
$3K ﹤0.01%
105
653
$3K ﹤0.01%
73
+23
654
$3K ﹤0.01%
54
655
$3K ﹤0.01%
+400
656
$3K ﹤0.01%
25
657
$2K ﹤0.01%
40
658
$2K ﹤0.01%
106
659
$2K ﹤0.01%
26
660
$2K ﹤0.01%
45
661
$2K ﹤0.01%
177
-134
662
$2K ﹤0.01%
22
+11
663
$2K ﹤0.01%
66
664
$2K ﹤0.01%
72
665
$2K ﹤0.01%
+100
666
$2K ﹤0.01%
+99
667
$2K ﹤0.01%
100
668
$1K ﹤0.01%
111
669
$1K ﹤0.01%
+100
670
$1K ﹤0.01%
6
671
$1K ﹤0.01%
6
672
$1K ﹤0.01%
35
673
$1K ﹤0.01%
59
674
$1K ﹤0.01%
90
675
$1K ﹤0.01%
+50
25 26
27
28 29