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
151
$409K 0.04%
3,993
152
$401K 0.04%
5,098
+180
153
$400K 0.04%
5,692
+1,262
154
$396K 0.04%
8,840
155
$393K 0.04%
1,673
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156
$378K 0.04%
2,772
+518
157
$375K 0.04%
1,797
158
$373K 0.04%
7,150
159
$366K 0.04%
7,584
-1,437
160
$365K 0.04%
2,625
161
$358K 0.03%
91
+30
162
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1,690
163
$350K 0.03%
4,889
-2,415
164
$350K 0.03%
1,407
165
$349K 0.03%
+2,476
166
$347K 0.03%
5,856
-1,500
167
$342K 0.03%
3,510
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168
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6,519
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169
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4,326
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170
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1,687
+17
171
$328K 0.03%
3,096
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172
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4,886
173
$324K 0.03%
1,282
+150
174
$323K 0.03%
3,763
+576
175
$322K 0.03%
8,604
-68
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7
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