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
351
$75K 0.02%
695
352
$75K 0.02%
855
+50
353
$75K 0.02%
1,072
354
$74K 0.02%
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355
$73K 0.02%
2,292
-4,000
356
$72K 0.02%
1,894
-129
357
$72K 0.02%
418
358
$72K 0.02%
391
359
$72K 0.02%
2,170
360
$71K 0.02%
800
-175
361
$71K 0.02%
+952
362
$70K 0.02%
3,829
363
$70K 0.02%
2,680
364
$69K 0.02%
594
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365
$69K 0.02%
2,133
366
$69K 0.02%
1,900
367
$68K 0.02%
772
368
$68K 0.02%
1,600
369
$67K 0.02%
1,224
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370
$67K 0.02%
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371
$66K 0.02%
500
372
$66K 0.02%
800
373
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1,400
-1,240
374
$66K 0.02%
4,814
+155
375
$66K 0.02%
8,130
13 14
15
16 17