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WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
801
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-500
802
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-2,000
803
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-50
804
$0 ﹤0.01%
3
805
– –
0
806
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807
$0 ﹤0.01%
1
808
– –
-4,860
809
– –
-168
810
– –
-1,511
811
– –
-50
812
$0 ﹤0.01%
+8
813
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-1,405
814
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815
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-600
816
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-5,550
817
– –
-20,000
818
– –
-1,252
819
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820
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-400
821
– –
-3,890
822
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-1,400
823
– –
-785
824
– –
-455
825
$0 ﹤0.01%
200
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