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
126
$549K 0.05%
2,338
+463
127
$545K 0.05%
6,389
128
$529K 0.05%
6,161
+252
129
$525K 0.05%
6,107
+557
130
$521K 0.05%
1,783
-390
131
$511K 0.05%
4,616
132
$510K 0.05%
5,854
+1,182
133
$506K 0.05%
2,878
+385
134
$506K 0.05%
7,009
135
$505K 0.05%
2,762
+108
136
$497K 0.05%
5,940
137
$492K 0.05%
1,037
138
$491K 0.05%
1,650
139
$486K 0.05%
+4,213
140
$479K 0.05%
+2,540
141
$462K 0.04%
2,949
142
$462K 0.04%
11,219
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143
$452K 0.04%
6,800
+1,250
144
$451K 0.04%
1,828
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145
$444K 0.04%
23,906
-6,829
146
$436K 0.04%
8,035
+746
147
$436K 0.04%
1,907
+460
148
$432K 0.04%
11,321
+3,760
149
$429K 0.04%
4,445
+1,966
150
$419K 0.04%
1,952
+369
4 5
6
7 8