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
701
$3K ﹤0.01%
+102
702
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66
703
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+38
704
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705
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105
706
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86
-1,021
707
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+25
708
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59
709
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3
710
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711
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712
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25
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714
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548
715
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+46
716
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+75
717
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100
718
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+27
719
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50
720
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+144
721
$2K ﹤0.01%
+70
722
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+47
723
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+10
724
$2K ﹤0.01%
52
725
$2K ﹤0.01%
+25
27 28
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30 31