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
51
$3.4M 0.54%
28,685
+392
52
$3.07M 0.49%
20,839
+10,626
53
$3.05M 0.48%
22,288
+10,811
54
$2.94M 0.47%
22,669
-2,428
55
$2.93M 0.46%
24,895
+5,948
56
$2.49M 0.39%
40,734
+1,550
57
$2.36M 0.37%
34,503
+2,275
58
$2.31M 0.37%
68,297
+14,488
59
$2.11M 0.34%
71,447
+8,858
60
$2.05M 0.32%
80,832
+22,983
61
$2M 0.32%
45,910
62
$2M 0.32%
11,382
+2,993
63
$1.91M 0.3%
10,255
+3,373
64
$1.9M 0.3%
17,081
+5,589
65
$1.88M 0.3%
49,804
66
$1.86M 0.29%
15,400
+1,200
67
$1.79M 0.28%
32,677
68
$1.75M 0.28%
24,120
+3,129
69
$1.62M 0.26%
11,441
+370
70
$1.61M 0.26%
42,392
+8,877
71
$1.56M 0.25%
21,433
+18,748
72
$1.56M 0.25%
32,540
+23,340
73
$1.49M 0.24%
8,297
+508
74
$1.48M 0.24%
33,079
+166
75
$1.46M 0.23%
10,326
1 2
3
4 5