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
126
$500K 0.08%
10,828
+1,478
127
$492K 0.08%
1,588
+78
128
$490K 0.08%
6,016
+1,213
129
$486K 0.08%
14,289
+1,355
130
$472K 0.07%
3,300
+3,000
131
$463K 0.07%
4,230
+838
132
$460K 0.07%
5,984
+1,310
133
$458K 0.07%
7,290
+3,250
134
$456K 0.07%
17,502
+6,531
135
$454K 0.07%
3,435
+185
136
$448K 0.07%
1,783
+850
137
$441K 0.07%
3,684
-121
138
$438K 0.07%
7,307
-37
139
$438K 0.07%
7,415
+5,910
140
$435K 0.07%
5,658
+765
141
$433K 0.07%
5,297
-40,779
142
$430K 0.07%
3,509
+1,000
143
$425K 0.07%
5,068
+1,301
144
$425K 0.07%
8,019
+4,074
145
$423K 0.07%
11,064
-316
146
$411K 0.07%
2,892
-110
147
$409K 0.06%
13,243
-327
148
$401K 0.06%
7,924
+7,284
149
$394K 0.06%
6,628
150
$393K 0.06%
2,101
+1,305
4 5
6
7 8