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
626
$14K ﹤0.01%
234
627
$14K ﹤0.01%
377
628
$13K ﹤0.01%
146
629
$13K ﹤0.01%
100
630
$13K ﹤0.01%
884
631
$13K ﹤0.01%
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632
$13K ﹤0.01%
105
633
$13K ﹤0.01%
315
+75
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$13K ﹤0.01%
300
635
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+300
636
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637
$13K ﹤0.01%
225
638
$13K ﹤0.01%
410
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639
$13K ﹤0.01%
+250
640
$13K ﹤0.01%
520
641
$13K ﹤0.01%
500
642
$13K ﹤0.01%
1,100
643
$12K ﹤0.01%
482
644
$12K ﹤0.01%
500
645
$12K ﹤0.01%
550
646
$12K ﹤0.01%
+152
647
$12K ﹤0.01%
100
648
$12K ﹤0.01%
300
649
$12K ﹤0.01%
100
650
$12K ﹤0.01%
900
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