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
126
$399K 0.1%
2,464
-1,356
127
$399K 0.1%
11,900
+400
128
$396K 0.1%
15,606
+1,070
129
$394K 0.1%
8,031
+100
130
$392K 0.1%
3,074
131
$390K 0.1%
1,736
+20
132
$372K 0.09%
5,543
+735
133
$370K 0.09%
5,654
134
$370K 0.09%
5,526
-770
135
$368K 0.09%
5,452
136
$366K 0.09%
8,575
+2,510
137
$363K 0.09%
163
+25
138
$356K 0.09%
12,262
139
$351K 0.09%
3,175
-75
140
$342K 0.08%
6,631
141
$341K 0.08%
6,157
142
$340K 0.08%
6,994
143
$334K 0.08%
4,551
144
$333K 0.08%
14,067
+1,800
145
$322K 0.08%
2,776
-50
146
$319K 0.08%
3,360
-10,980
147
$313K 0.08%
8,000
-1,200
148
$308K 0.08%
14,180
+1,800
149
$294K 0.07%
5,893
150
$294K 0.07%
12,381
-2,766
4 5
6
7 8