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
401
$56K 0.01%
4,000
402
$56K 0.01%
500
403
$56K 0.01%
826
404
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3,170
405
$56K 0.01%
2,259
406
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515
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407
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540
408
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1,465
409
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410
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-10,000
411
$53K 0.01%
1,606
412
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413
$52K 0.01%
1,542
-4,713
414
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900
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415
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1,224
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416
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1,335
417
$52K 0.01%
812
418
$51K 0.01%
440
419
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450
420
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1,400
421
$50K 0.01%
1,020
422
$50K 0.01%
1,560
423
$50K 0.01%
1,105
424
$50K 0.01%
1,262
425
$50K 0.01%
400
+200
15 16
17
18 19