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
201
$228K 0.04%
10,035
202
$225K 0.04%
12,514
203
$221K 0.04%
2,864
-124
204
$218K 0.03%
2,135
-1,923
205
$217K 0.03%
6,243
+2,479
206
$215K 0.03%
4,208
207
$215K 0.03%
1,670
208
$213K 0.03%
3,369
-31,221
209
$211K 0.03%
2,455
-13
210
$199K 0.03%
+3,000
211
$198K 0.03%
3,824
+992
212
$198K 0.03%
8,000
+2,000
213
$198K 0.03%
1,700
214
$197K 0.03%
4,065
215
$193K 0.03%
2,659
-90
216
$193K 0.03%
2,487
+222
217
$190K 0.03%
5,634
+4,180
218
$190K 0.03%
1,791
+722
219
$189K 0.03%
6,327
220
$187K 0.03%
4,778
221
$186K 0.03%
5,965
+3,680
222
$186K 0.03%
1,700
+800
223
$185K 0.03%
5,028
+1,003
224
$184K 0.03%
7,062
225
$183K 0.03%
2,848
+2,758
7 8
9
10 11