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
376
$66K 0.02%
1,070
377
$66K 0.02%
+2,000
378
$66K 0.02%
1,824
+128
379
$65K 0.02%
940
-223
380
$65K 0.02%
1,331
381
$64K 0.02%
4,433
382
$63K 0.02%
4,750
383
$63K 0.02%
1,586
+210
384
$63K 0.02%
2,700
385
$63K 0.02%
1,438
386
$62K 0.02%
571
387
$62K 0.02%
1,115
-1,430
388
$62K 0.02%
2,975
389
$62K 0.02%
1,080
390
$61K 0.01%
545
391
$61K 0.01%
1,881
392
$61K 0.01%
3,480
393
$60K 0.01%
1,420
394
$59K 0.01%
1,975
395
$59K 0.01%
765
-485
396
$59K 0.01%
746
+526
397
$58K 0.01%
478
-950
398
$58K 0.01%
+5,000
399
$58K 0.01%
836
400
$57K 0.01%
1,220
14 15
16
17 18