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
701
$6K ﹤0.01%
300
702
$6K ﹤0.01%
+52
703
$6K ﹤0.01%
198
704
$6K ﹤0.01%
+365
705
$6K ﹤0.01%
150
+50
706
$6K ﹤0.01%
100
707
$6K ﹤0.01%
37
708
$6K ﹤0.01%
302
709
$6K ﹤0.01%
70
-65
710
$6K ﹤0.01%
380
711
$6K ﹤0.01%
168
712
$6K ﹤0.01%
240
713
$6K ﹤0.01%
163
714
$6K ﹤0.01%
+150
715
$6K ﹤0.01%
25
716
$5K ﹤0.01%
57
717
$5K ﹤0.01%
250
718
$5K ﹤0.01%
+90
719
$5K ﹤0.01%
49
-76
720
$5K ﹤0.01%
390
721
$5K ﹤0.01%
+200
722
$5K ﹤0.01%
154
723
$5K ﹤0.01%
200
724
$5K ﹤0.01%
400
725
$5K ﹤0.01%
100
-214
27 28
29
30 31