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
176
$321K 0.03%
1,754
+222
177
$321K 0.03%
6,390
+728
178
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1,022
+106
179
$315K 0.03%
1,927
180
$315K 0.03%
2,635
+318
181
$306K 0.03%
2,720
182
$296K 0.03%
981
-6
183
$296K 0.03%
839
-10
184
$295K 0.03%
50
185
$294K 0.03%
2,711
+181
186
$293K 0.03%
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187
$292K 0.03%
4,259
188
$284K 0.03%
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189
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2,551
190
$278K 0.03%
1,740
191
$275K 0.03%
3,792
-3,495
192
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193
$268K 0.03%
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194
$264K 0.03%
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195
$263K 0.03%
1,001
196
$262K 0.03%
+2,027
197
$257K 0.02%
2,610
-47,452
198
$256K 0.02%
+1,435
199
$249K 0.02%
+5,505
200
$249K 0.02%
4,208
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8
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