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
$1.19B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$47.2M
2
+$28.6M
3
+$19.9M
4
MSFT icon
Microsoft
MSFT
+$16M
5
NVDA icon
NVIDIA
NVDA
+$15.6M

Top Sells

1
+$17.4M
2
+$16.7M
3
+$15.2M
4
NOW icon
ServiceNow
NOW
+$12.3M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.79M

Sector Composition

1 Technology 23.13%
2 Industrials 11.82%
3 Financials 11.51%
4 Consumer Discretionary 7.28%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.14M 0.1%
2,677
+1,957
102
$1.13M 0.09%
3,173
-412
103
$1.1M 0.09%
12,388
-200
104
$1.1M 0.09%
31,146
-6,244
105
$1.06M 0.09%
5,526
106
$1.03M 0.09%
10,526
-2,039
107
$1M 0.08%
4,351
-80
108
$984K 0.08%
19,900
-5,350
109
$984K 0.08%
14,180
-2,230
110
$983K 0.08%
1,865
-33
111
$975K 0.08%
11,457
112
$973K 0.08%
6,390
-6
113
$940K 0.08%
9,661
+609
114
$922K 0.08%
8,229
+1,650
115
$902K 0.08%
1,460
+48
116
$840K 0.07%
1,146
-127
117
$836K 0.07%
20,328
+100
118
$825K 0.07%
6,248
-1,819
119
$806K 0.07%
18,839
+1,462
120
$767K 0.06%
9,509
+4,947
121
$745K 0.06%
2,618
-990
122
$615K 0.05%
2,059
-232
123
$611K 0.05%
776
-71
124
$609K 0.05%
2,559
-127
125
$606K 0.05%
3,495
-498
3 4
5
6 7