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
726
$2K ﹤0.01%
+24
727
$2K ﹤0.01%
+35
728
$2K ﹤0.01%
55
729
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40
730
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48
-150
731
$2K ﹤0.01%
+29
732
$2K ﹤0.01%
70
733
$2K ﹤0.01%
30
734
$2K ﹤0.01%
+57
735
$2K ﹤0.01%
65
736
$2K ﹤0.01%
4
737
$2K ﹤0.01%
+88
738
$2K ﹤0.01%
+62
739
$2K ﹤0.01%
95
740
$2K ﹤0.01%
+100
741
$2K ﹤0.01%
42
742
$2K ﹤0.01%
+104
743
$2K ﹤0.01%
26
744
$2K ﹤0.01%
60
745
$2K ﹤0.01%
+34
746
$2K ﹤0.01%
+110
747
$2K ﹤0.01%
+84
748
$2K ﹤0.01%
+28
749
$2K ﹤0.01%
45
750
$2K ﹤0.01%
45
28 29
30
31 32