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
676
$1K ﹤0.01%
111
677
$1K ﹤0.01%
+100
678
$1K ﹤0.01%
6
679
$1K ﹤0.01%
6
680
$1K ﹤0.01%
35
681
$1K ﹤0.01%
59
682
$1K ﹤0.01%
90
683
$0 ﹤0.01%
1
684
$0 ﹤0.01%
2
-55
685
– –
-2,830
686
– –
-396
687
– –
-175
688
– –
-1,389
689
– –
-90
690
– –
-13
691
$0 ﹤0.01%
17
692
– –
-8
693
– –
-61
694
– –
-180
695
$0 ﹤0.01%
6
+3
696
– –
-450
697
– –
-23
698
– –
-32
699
– –
-1,107
700
– –
-1,100
26 27
28
29 30