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
$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
676
$4K ﹤0.01%
40
677
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+68
678
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+74
679
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139
681
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400
682
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683
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+54
684
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685
$3K ﹤0.01%
40
686
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+74
687
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25
689
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690
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184
-2
691
$3K ﹤0.01%
+416
692
$3K ﹤0.01%
245
+111
693
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694
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695
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696
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24
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697
$3K ﹤0.01%
+36
698
$3K ﹤0.01%
106
699
$3K ﹤0.01%
36
+25
700
$3K ﹤0.01%
+60
26 27
28
29 30