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
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%
5,752
386
$62K 0.02%
1,080
387
$62K 0.02%
571
388
$62K 0.02%
1,115
-1,430
389
$62K 0.02%
2,975
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
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396
$59K 0.01%
746
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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