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
726
$5K ﹤0.01%
150
727
$4K ﹤0.01%
125
728
$4K ﹤0.01%
225
729
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+150
730
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+142
731
$4K ﹤0.01%
100
732
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733
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172
734
$4K ﹤0.01%
306
735
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736
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737
$4K ﹤0.01%
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738
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739
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50
+11
740
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68
741
$3K ﹤0.01%
25
742
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40
743
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167
744
$3K ﹤0.01%
625
745
$3K ﹤0.01%
70
746
$3K ﹤0.01%
100
747
$3K ﹤0.01%
100
748
$3K ﹤0.01%
700
749
$3K ﹤0.01%
450
750
$3K ﹤0.01%
50
-80