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
126
$599K 0.05%
+7,616
127
$580K 0.05%
6,371
-230
128
$563K 0.05%
2,279
+468
129
$544K 0.05%
1,376
-44
130
$544K 0.05%
4,222
+26
131
$540K 0.05%
954
+428
132
$525K 0.04%
1,780
+86
133
$521K 0.04%
1,867
-142
134
$521K 0.04%
3,086
-163
135
$501K 0.04%
11,927
-721
136
$488K 0.04%
+4,590
137
$487K 0.04%
7,676
+3,200
138
$479K 0.04%
3,292
-145
139
$476K 0.04%
+1,561
140
$461K 0.04%
11,780
-698
141
$455K 0.04%
982
-31
142
$451K 0.04%
4,070
-713
143
$451K 0.04%
5,175
-185
144
$446K 0.04%
1,573
145
$440K 0.04%
3,014
-277
146
$439K 0.04%
796
-33
147
$433K 0.04%
9,828
148
$431K 0.04%
3,220
-20
149
$428K 0.04%
1,341
+70
150
$409K 0.03%
936
-565
4 5
6
7 8