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
$410M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.37M
3
+$1.09M
4
SH icon
ProShares Short S&P500
SH
+$427K
5
META icon
Meta Platforms (Facebook)
META
+$279K

Top Sells

1
+$2.16M
2
+$2.14M
3
+$1.6M
4
WY icon
Weyerhaeuser
WY
+$1.58M
5
PEP icon
PepsiCo
PEP
+$1.38M

Sector Composition

1 Industrials 33.38%
2 Financials 12.63%
3 Healthcare 10.22%
4 Technology 8.01%
5 Energy 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$135K 0.03%
2,625
+2,457
252
$135K 0.03%
1,422
-100
253
$134K 0.03%
6,464
254
$132K 0.03%
2,825
255
$131K 0.03%
7,046
-9,256
256
$130K 0.03%
2,400
257
$130K 0.03%
751
258
$130K 0.03%
4,730
259
$129K 0.03%
2,079
260
$128K 0.03%
5,971
+625
261
$127K 0.03%
1,895
262
$127K 0.03%
2,821
-702
263
$126K 0.03%
1,144
+73
264
$125K 0.03%
2,534
265
$124K 0.03%
2,190
266
$124K 0.03%
3,166
267
$124K 0.03%
2,047
-84
268
$121K 0.03%
4,200
269
$121K 0.03%
1,425
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270
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700
271
$119K 0.03%
1,840
272
$119K 0.03%
1,982
273
$118K 0.03%
2,500
274
$116K 0.03%
1,445
275
$116K 0.03%
1,266
9 10
11
12 13