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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
876
$0 ﹤0.01%
3
877
$0 ﹤0.01%
67
878
– –
-400
879
– –
-3,655
880
$0 ﹤0.01%
14
881
– –
-1,026
882
– –
-4,655
883
$0 ﹤0.01%
40
884
– –
-50
885
– –
-500
886
– –
-290
887
– –
-83
888
$0 ﹤0.01%
700
889
– –
-211
890
– –
-58
891
– –
-57
892
– –
-1,800
893
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-1,000
894
– –
-1,565
895
– –
-1,000
896
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-1,000
897
– –
-97
898
– –
-5,000
899
– –
-500
900
– –
-5,000
33 34 35
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