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
751
$3K ﹤0.01%
220
752
$3K ﹤0.01%
114
753
$3K ﹤0.01%
100
754
$3K ﹤0.01%
+108
755
$3K ﹤0.01%
106
756
$2K ﹤0.01%
+100
757
$2K ﹤0.01%
100
758
$2K ﹤0.01%
34
759
$2K ﹤0.01%
57
760
$2K ﹤0.01%
186
-621
761
$2K ﹤0.01%
75
762
$2K ﹤0.01%
+150
763
$2K ﹤0.01%
45
764
$2K ﹤0.01%
70
765
$2K ﹤0.01%
40
766
$2K ﹤0.01%
11
767
$2K ﹤0.01%
66
768
$2K ﹤0.01%
18
-10
769
$2K ﹤0.01%
25
770
$2K ﹤0.01%
1,500
771
$2K ﹤0.01%
71
-2
772
$2K ﹤0.01%
107
-48
773
$2K ﹤0.01%
100
774
$2K ﹤0.01%
9
775
$1K ﹤0.01%
30
29 30
31
32 33