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
301
$99K 0.02%
8,770
302
$99K 0.02%
858
+266
303
$98K 0.02%
2,900
-523
304
$98K 0.02%
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305
$98K 0.02%
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-30,000
306
$97K 0.02%
1,232
307
$97K 0.02%
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308
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309
$97K 0.02%
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310
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311
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312
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313
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314
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315
$91K 0.02%
455
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316
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1,610
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317
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318
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319
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320
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321
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323
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324
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325
$88K 0.02%
3,000
-221
11 12
13
14 15