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
276
$116K 0.03%
2,880
+520
277
$115K 0.03%
1,700
278
$115K 0.03%
525
279
$114K 0.03%
6,323
280
$114K 0.03%
536
281
$113K 0.03%
760
282
$112K 0.03%
2,332
283
$112K 0.03%
2,084
+900
284
$112K 0.03%
60,000
285
$111K 0.03%
2,830
286
$110K 0.03%
1,017
287
$109K 0.03%
550
288
$108K 0.03%
1,042
289
$108K 0.03%
3,500
290
$107K 0.03%
4,726
291
$106K 0.03%
1,500
292
$106K 0.03%
1,613
+200
293
$106K 0.03%
1,950
294
$105K 0.03%
1,981
295
$105K 0.03%
2,024
296
$103K 0.03%
5,615
297
$101K 0.02%
1,924
+374
298
$101K 0.02%
1,928
+1,428
299
$100K 0.02%
1,746
300
$99K 0.02%
790
10 11
12
13 14