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
476
$36K 0.01%
500
477
$36K 0.01%
1,598
478
$36K 0.01%
617
479
$36K 0.01%
988
480
$35K 0.01%
440
481
$35K 0.01%
655
482
$35K 0.01%
840
483
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827
484
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410
485
$34K 0.01%
2,850
486
$34K 0.01%
255
487
$33K 0.01%
570
488
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300
489
$33K 0.01%
450
490
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500
491
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700
492
$32K 0.01%
262
493
$32K 0.01%
660
-126
494
$32K 0.01%
800
495
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250
496
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5,000
497
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498
$32K 0.01%
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499
$31K 0.01%
850
500
$31K 0.01%
307
-1,367
18 19
20
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