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
76
$1.38M 0.22%
9,956
+1,913
77
$1.34M 0.21%
12,077
+1,142
78
$1.27M 0.2%
8,111
+3,090
79
$1.27M 0.2%
26,889
+2,058
80
$1.26M 0.2%
8,539
+884
81
$1.2M 0.19%
267,960
82
$1.17M 0.18%
13,629
+3,260
83
$1.13M 0.18%
21,876
+11,765
84
$1.11M 0.18%
8,936
+95
85
$1.07M 0.17%
22,280
+12,160
86
$1.01M 0.16%
7,462
-333
87
$1.01M 0.16%
18,861
+9,544
88
$1M 0.16%
22,245
+3,830
89
$998K 0.16%
13,816
90
$994K 0.16%
8,446
+352
91
$957K 0.15%
32,000
-535
92
$906K 0.14%
4,939
+734
93
$894K 0.14%
24,256
+1,286
94
$881K 0.14%
20,291
+611
95
$860K 0.14%
7,971
+2,647
96
$853K 0.14%
7,960
97
$843K 0.13%
7,018
+1,359
98
$821K 0.13%
6,186
-378
99
$797K 0.13%
12,417
+196
100
$793K 0.13%
2,531
+950
2 3
4
5 6