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
526
$25K 0.01%
300
527
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500
528
$24K 0.01%
375
-815
529
$24K 0.01%
509
530
$24K 0.01%
1,030
531
$24K 0.01%
370
532
$23K 0.01%
176
533
$23K 0.01%
493
534
$23K 0.01%
1,250
-145
535
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314
536
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537
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+290
538
$23K 0.01%
1,184
539
$23K 0.01%
400
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540
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+4,000
541
$23K 0.01%
450
542
$22K 0.01%
281
543
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400
544
$22K 0.01%
220
545
$22K 0.01%
+1,950
546
$22K 0.01%
450
547
$22K 0.01%
100
548
$22K 0.01%
289
549
$22K 0.01%
456
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550
$22K 0.01%
462
+162
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