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

Top Buys

1
+$7.12M
2
+$6.63M
3
+$1.11M
4
SH icon
ProShares Short S&P500
SH
+$421K
5
META icon
Meta Platforms (Facebook)
META
+$266K

Top Sells

1
+$2.22M
2
+$2.06M
3
+$1.64M
4
WY icon
Weyerhaeuser
WY
+$1.62M
5
PEP icon
PepsiCo
PEP
+$1.41M

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
326
$87K 0.02%
2,520
327
$84K 0.02%
8,000
+800
328
$84K 0.02%
12,624
+267
329
$83K 0.02%
4,365
330
$82K 0.02%
2,768
331
$82K 0.02%
1,290
332
$82K 0.02%
430
333
$82K 0.02%
1,388
334
$81K 0.02%
2,680
-1,395
335
$80K 0.02%
1,528
+378
336
$80K 0.02%
800
337
$79K 0.02%
1,953
338
$79K 0.02%
1,468
339
$79K 0.02%
2,780
-140
340
$79K 0.02%
1,126
341
$79K 0.02%
1,144
342
$78K 0.02%
1,504
-5,024
343
$78K 0.02%
895
344
$77K 0.02%
1,390
345
$77K 0.02%
9,360
-1,200
346
$76K 0.02%
1,658
-34,870
347
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1,500
348
$76K 0.02%
1,929
349
$76K 0.02%
1,000
350
$75K 0.02%
1,072
12 13
14
15 16