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
$386M
AUM Growth
-$695K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$427K
2
+$318K
3
+$294K
4
VTRS icon
Viatris
VTRS
+$259K
5
NEE icon
NextEra Energy
NEE
+$237K

Top Sells

1
+$642K
2
+$448K
3
+$447K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$434K
5
META icon
Meta Platforms (Facebook)
META
+$291K

Sector Composition

1 Industrials 32.29%
2 Financials 11.15%
3 Healthcare 10%
4 Technology 8.18%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$189K 0.05%
1,592
+360
177
$183K 0.05%
1,488
+1,188
178
$183K 0.05%
6,800
+240
179
$182K 0.05%
4,420
+90
180
$181K 0.05%
2,800
181
$180K 0.05%
4,750
-600
182
$180K 0.05%
9,800
+700
183
$178K 0.05%
3,974
184
$178K 0.05%
4,838
+2,938
185
$176K 0.05%
2,463
186
$175K 0.05%
2,072
187
$174K 0.05%
2,145
188
$173K 0.04%
3,820
189
$172K 0.04%
5,000
190
$171K 0.04%
6,084
191
$171K 0.04%
1,670
192
$167K 0.04%
3,501
+870
193
$167K 0.04%
94
-42
194
$166K 0.04%
2,093
-825
195
$166K 0.04%
2,785
+39
196
$159K 0.04%
7,127
197
$157K 0.04%
3,872
+398
198
$157K 0.04%
4,306
-1,338
199
$156K 0.04%
2,000
200
$153K 0.04%
3,092
6 7
8
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