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
51
$1.65M 0.4%
38,260
+2,376
52
$1.64M 0.4%
220,511
53
$1.62M 0.39%
50,868
+2,972
54
$1.59M 0.39%
11,445
+691
55
$1.57M 0.38%
28,874
-19,865
56
$1.47M 0.36%
60,092
+2,456
57
$1.47M 0.36%
49,804
58
$1.42M 0.35%
11,891
+570
59
$1.4M 0.34%
46,177
-1,647
60
$1.39M 0.34%
27,683
+22
61
$1.39M 0.34%
11,869
-667
62
$1.38M 0.34%
10,797
+293
63
$1.38M 0.34%
24,883
64
$1.32M 0.32%
16,174
+979
65
$1.29M 0.32%
48,273
-79,771
66
$1.29M 0.31%
34,868
67
$1.28M 0.31%
17,186
68
$1.28M 0.31%
10,527
-249
69
$1.27M 0.31%
9,841
-299
70
$1.18M 0.29%
69,481
-4,825
71
$1.16M 0.28%
7,488
72
$1.14M 0.28%
24,046
+23,066
73
$1.11M 0.27%
11,874
-14,780
74
$1.09M 0.27%
10,352
75
$1.08M 0.26%
11,550
+494
1 2
3
4 5