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
776
$2K ﹤0.01%
+16
777
$2K ﹤0.01%
+31
778
$2K ﹤0.01%
+42
779
$2K ﹤0.01%
300
780
$2K ﹤0.01%
89
781
$2K ﹤0.01%
17
782
$2K ﹤0.01%
+20
783
$2K ﹤0.01%
50
-2,024
784
$2K ﹤0.01%
100
785
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53
786
$1K ﹤0.01%
17
787
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788
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789
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35
790
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791
$1K ﹤0.01%
220
792
$1K ﹤0.01%
72
793
$1K ﹤0.01%
36
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6
795
$1K ﹤0.01%
+48
796
$1K ﹤0.01%
26
797
$1K ﹤0.01%
+60
798
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10
799
$1K ﹤0.01%
60
800
$1K ﹤0.01%
+100
30 31
32
33 34