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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
576
$19K ﹤0.01%
1,175
577
$18K ﹤0.01%
1,000
578
$18K ﹤0.01%
891
579
$18K ﹤0.01%
200
-1,200
580
$18K ﹤0.01%
609
581
$18K ﹤0.01%
1,525
582
$18K ﹤0.01%
951
583
$17K ﹤0.01%
+560
584
$17K ﹤0.01%
207
-400
585
$17K ﹤0.01%
335
-3
586
$17K ﹤0.01%
750
587
$17K ﹤0.01%
+262
588
$17K ﹤0.01%
1,200
589
$17K ﹤0.01%
+250
590
$17K ﹤0.01%
1,050
-60,000
591
$17K ﹤0.01%
400
592
$17K ﹤0.01%
2,500
593
$17K ﹤0.01%
550
594
$17K ﹤0.01%
228
595
$16K ﹤0.01%
119
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596
$16K ﹤0.01%
600
597
$16K ﹤0.01%
400
598
$16K ﹤0.01%
606
599
$16K ﹤0.01%
154
600
$16K ﹤0.01%
405
22 23
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