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
501
$31K 0.01%
700
502
$30K 0.01%
272
503
$30K 0.01%
427
504
$30K 0.01%
405
+105
505
$30K 0.01%
4,930
506
$30K 0.01%
720
-60
507
$29K 0.01%
539
508
$29K 0.01%
570
509
$29K 0.01%
25
510
$29K 0.01%
171
511
$28K 0.01%
1,053
512
$28K 0.01%
375
513
$28K 0.01%
+645
514
$28K 0.01%
400
515
$28K 0.01%
1,000
516
$28K 0.01%
850
+300
517
$27K 0.01%
+475
518
$27K 0.01%
1,488
519
$27K 0.01%
925
520
$27K 0.01%
410
521
$26K 0.01%
540
522
$26K 0.01%
700
523
$26K 0.01%
2,452
524
$25K 0.01%
680
525
$25K 0.01%
1,016
19 20
21
22 23