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
551
$21K 0.01%
336
552
$21K 0.01%
3,920
553
$21K 0.01%
+1,500
554
$21K 0.01%
278
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555
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556
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240
557
$20K ﹤0.01%
788
558
$20K ﹤0.01%
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559
$20K ﹤0.01%
7,500
560
$20K ﹤0.01%
304
561
$20K ﹤0.01%
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562
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563
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564
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565
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566
$20K ﹤0.01%
660
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567
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500
568
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569
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570
$19K ﹤0.01%
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$19K ﹤0.01%
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$19K ﹤0.01%
457
573
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690
574
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47
575
$19K ﹤0.01%
955
21 22
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