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
101
$766K 0.12%
10,900
+458
102
$760K 0.12%
7,219
+3,324
103
$760K 0.12%
18,831
+6,836
104
$756K 0.12%
6,512
+834
105
$736K 0.12%
13,643
+757
106
$726K 0.12%
10,411
+2,890
107
$725K 0.12%
14,652
108
$697K 0.11%
7,707
-601
109
$691K 0.11%
19,268
+8,356
110
$690K 0.11%
8,937
+713
111
$682K 0.11%
5,467
+1,467
112
$625K 0.1%
12,712
+2,226
113
$605K 0.1%
15,726
+225
114
$603K 0.1%
15,529
+3,900
115
$593K 0.09%
7,136
+1,843
116
$589K 0.09%
68,109
117
$570K 0.09%
48,660
+24,330
118
$566K 0.09%
20,228
119
$529K 0.08%
3,633
+243
120
$528K 0.08%
4,109
+89
121
$528K 0.08%
7,438
+307
122
$521K 0.08%
11,959
+1,738
123
$511K 0.08%
2,487
-616
124
$508K 0.08%
14,195
+2,545
125
$507K 0.08%
3,187
+93
3 4
5
6 7