WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
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
+$7.12M
2
+$6.63M
3
+$1.11M
4
SH icon
ProShares Short S&P500
SH
+$421K
5
META icon
Meta Platforms (Facebook)
META
+$266K

Top Sells

1
+$2.22M
2
+$2.06M
3
+$1.64M
4
WY icon
Weyerhaeuser
WY
+$1.62M
5
PEP icon
PepsiCo
PEP
+$1.41M

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%
509
529
$24K 0.01%
1,030
530
$24K 0.01%
370
531
$24K 0.01%
375
-815
532
$23K 0.01%
176
533
$23K 0.01%
493
534
$23K 0.01%
1,250
-145
535
$23K 0.01%
314
536
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200
537
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+290
538
$23K 0.01%
1,184
539
$23K 0.01%
400
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540
$23K 0.01%
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541
$23K 0.01%
450
542
$22K 0.01%
281
543
$22K 0.01%
400
544
$22K 0.01%
220
545
$22K 0.01%
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546
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450
547
$22K 0.01%
100
548
$22K 0.01%
289
549
$22K 0.01%
912
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550
$22K 0.01%
462
+162
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