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
451
$43K 0.01%
1,200
452
$43K 0.01%
550
453
$43K 0.01%
562
454
$43K 0.01%
1,180
455
$42K 0.01%
940
456
$42K 0.01%
240
457
$42K 0.01%
4,739
458
$42K 0.01%
1,574
459
$42K 0.01%
2,279
460
$42K 0.01%
300
461
$41K 0.01%
2,880
462
$41K 0.01%
1,650
463
$41K 0.01%
639
464
$41K 0.01%
4
465
$40K 0.01%
1,260
466
$40K 0.01%
845
467
$40K 0.01%
1,086
468
$40K 0.01%
700
469
$39K 0.01%
958
-1,240
470
$38K 0.01%
1,800
471
$38K 0.01%
1,050
-58
472
$38K 0.01%
1,000
473
$37K 0.01%
1,177
-50,348
474
$37K 0.01%
500
475
$37K 0.01%
800
+300
17 18
19
20 21