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
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$16K ﹤0.01%
606
602
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603
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405
604
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714
605
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760
606
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607
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608
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198
609
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611
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+300
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615
$14K ﹤0.01%
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108
617
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1,000
618
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619
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620
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621
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400
622
$14K ﹤0.01%
345
+225
623
$14K ﹤0.01%
1,000
624
$14K ﹤0.01%
225
625
$14K ﹤0.01%
720
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