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
176
$300K 0.05%
5,170
+126
177
$288K 0.05%
3,766
+3,486
178
$285K 0.05%
4,833
+1,766
179
$281K 0.04%
1,800
180
$278K 0.04%
12,719
-839
181
$274K 0.04%
4,894
+144
182
$273K 0.04%
+3,408
183
$272K 0.04%
6,672
-1,082
184
$271K 0.04%
3,515
+1,416
185
$268K 0.04%
2,699
-1,555
186
$266K 0.04%
3,236
+2,618
187
$262K 0.04%
2,851
-844
188
$261K 0.04%
6,369
+3,941
189
$260K 0.04%
2,784
-27
190
$257K 0.04%
5,118
+2,350
191
$256K 0.04%
6,084
192
$255K 0.04%
+6,000
193
$248K 0.04%
4,700
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194
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4,711
-831
195
$242K 0.04%
15,659
+888
196
$239K 0.04%
8,379
+3,422
197
$238K 0.04%
1,560
+780
198
$237K 0.04%
2,660
-650
199
$234K 0.04%
3,335
+675
200
$230K 0.04%
5,000
6 7
8
9 10