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
26
$2.71M 0.66%
28,080
-1,878
27
$2.63M 0.64%
95,961
+4,864
28
$2.61M 0.64%
12,510
+189
29
$2.61M 0.64%
23,486
+341
30
$2.46M 0.6%
18,176
+801
31
$2.44M 0.59%
17,570
-200
32
$2.43M 0.59%
26,921
+1,903
33
$2.28M 0.56%
26,861
+1,118
34
$2.27M 0.55%
44,258
+1,913
35
$2.25M 0.55%
25,705
+1,481
36
$2.24M 0.55%
48,053
+46
37
$2.22M 0.54%
35,442
+2,690
38
$2.21M 0.54%
23,142
+635
39
$2.19M 0.53%
34,507
-260
40
$2.11M 0.51%
193,707
+8,250
41
$2.04M 0.5%
54,479
+3,098
42
$2M 0.49%
1,741
+130
43
$1.97M 0.48%
8,325
+572
44
$1.94M 0.47%
30,942
-840
45
$1.86M 0.46%
9,060
-197
46
$1.75M 0.43%
52,028
+6,219
47
$1.71M 0.42%
14,200
48
$1.68M 0.41%
87,628
+8,181
49
$1.67M 0.41%
10,760
-141
50
$1.67M 0.41%
24,954
+1,449
1
2
3 4 5