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
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%
+50
669
$1K ﹤0.01%
+135
670
$1K ﹤0.01%
2
671
$1K ﹤0.01%
134
+67
672
$1K ﹤0.01%
25
673
$1K ﹤0.01%
66
-1
674
$1K ﹤0.01%
17
675
$1K ﹤0.01%
+500
25 26
27
28 29