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
151
$390K 0.06%
4,258
+3,016
152
$379K 0.06%
5,944
+226
153
$378K 0.06%
6,995
-45
154
$377K 0.06%
9,699
-286
155
$372K 0.06%
5,764
+121
156
$370K 0.06%
13,286
+492
157
$369K 0.06%
4,611
+2,505
158
$362K 0.06%
4,721
-140
159
$352K 0.06%
10,460
160
$351K 0.06%
1,713
+628
161
$346K 0.05%
9,240
162
$346K 0.05%
4,074
-157
163
$345K 0.05%
19,071
+11,916
164
$338K 0.05%
8,155
-163
165
$336K 0.05%
18,487
+79
166
$328K 0.05%
4,775
167
$327K 0.05%
1,134
+47
168
$326K 0.05%
2,605
+1,800
169
$322K 0.05%
17,036
+227
170
$321K 0.05%
4,398
+686
171
$321K 0.05%
+3,425
172
$317K 0.05%
5,178
+1,928
173
$312K 0.05%
2,028
+147
174
$310K 0.05%
25,928
-1,723
175
$307K 0.05%
2,196
-3
5 6
7
8 9