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
$1.03B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.8M
3
+$17.4M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$15.3M
5
NVDA icon
NVIDIA
NVDA
+$13.3M

Top Sells

1
+$13.9M
2
+$9.49M
3
+$4.67M
4
CMCSA icon
Comcast
CMCSA
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.11M

Sector Composition

1 Industrials 20.87%
2 Technology 20.24%
3 Financials 9.56%
4 Healthcare 9.1%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$881K 0.09%
20,228
102
$879K 0.09%
7,676
+520
103
$875K 0.08%
7,624
-91
104
$868K 0.08%
+17,208
105
$865K 0.08%
9,105
-626
106
$858K 0.08%
3,369
-1,071
107
$854K 0.08%
3,461
-89
108
$849K 0.08%
14,046
109
$837K 0.08%
3,724
+384
110
$794K 0.08%
5,935
-162
111
$793K 0.08%
2,273
-25
112
$766K 0.07%
+9,484
113
$754K 0.07%
9,942
-30
114
$722K 0.07%
2,031
+346
115
$710K 0.07%
13,656
-1,458
116
$697K 0.07%
20,889
+2,659
117
$683K 0.07%
1,939
118
$678K 0.07%
4,501
119
$627K 0.06%
11,613
120
$625K 0.06%
2,698
+298
121
$611K 0.06%
2,926
+65
122
$600K 0.06%
12,661
-1,787
123
$593K 0.06%
2,218
-20
124
$588K 0.06%
+1,932
125
$560K 0.05%
+59,358
3 4
5
6 7