WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$47.2M
2
+$28.6M
3
+$19.9M
4
MSFT icon
Microsoft
MSFT
+$16M
5
NVDA icon
NVIDIA
NVDA
+$15.6M

Top Sells

1
+$17.4M
2
+$16.7M
3
+$15.2M
4
NOW icon
ServiceNow
NOW
+$12.3M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.79M

Sector Composition

1 Technology 23.13%
2 Industrials 11.82%
3 Financials 11.51%
4 Consumer Discretionary 7.28%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$297K 0.03%
6,000
177
$290K 0.02%
4,172
-374
178
$286K 0.02%
6,200
179
$269K 0.02%
1,816
+16
180
$268K 0.02%
1,040
181
$264K 0.02%
2,500
182
$262K 0.02%
2,928
-155
183
$258K 0.02%
2,466
184
$253K 0.02%
868
-46
185
$253K 0.02%
576
186
$245K 0.02%
1,114
-1
187
$238K 0.02%
+716
188
$237K 0.02%
740
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189
$232K 0.02%
1,073
190
$224K 0.02%
+3,733
191
$222K 0.02%
+1,574
192
$217K 0.02%
+1,631
193
$214K 0.02%
+925
194
$212K 0.02%
+5,135
195
$210K 0.02%
1,506
-79
196
$205K 0.02%
+7,093
197
$116K 0.01%
10,683
-14,888
198
$28.3K ﹤0.01%
1,750
-1,749
199
– –
-1,510
200
– –
-543
5 6 7
8
9