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
326
$87K 0.02%
2,520
327
$84K 0.02%
12,624
+267
328
$84K 0.02%
8,000
+800
329
$83K 0.02%
4,365
330
$82K 0.02%
1,388
331
$82K 0.02%
2,768
332
$82K 0.02%
430
333
$82K 0.02%
1,290
334
$81K 0.02%
2,680
-1,395
335
$80K 0.02%
800
336
$80K 0.02%
1,528
+378
337
$79K 0.02%
1,953
338
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1,144
339
$79K 0.02%
1,126
340
$79K 0.02%
2,780
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341
$79K 0.02%
1,468
342
$78K 0.02%
895
343
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1,504
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344
$77K 0.02%
9,360
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345
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346
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347
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1,500
348
$76K 0.02%
1,658
-34,870
349
$76K 0.02%
1,000
350
$75K 0.02%
5,130
12 13
14
15 16