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
651
$12K ﹤0.01%
550
652
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653
$11K ﹤0.01%
500
654
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270
655
$11K ﹤0.01%
802
656
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+351
657
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658
$11K ﹤0.01%
1,280
659
$11K ﹤0.01%
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661
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662
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663
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664
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665
$10K ﹤0.01%
654
+9
666
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+200
667
$10K ﹤0.01%
200
668
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669
$10K ﹤0.01%
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670
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671
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672
$9K ﹤0.01%
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673
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96
674
$9K ﹤0.01%
175
675
$9K ﹤0.01%
510
25 26
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