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
151
$287K 0.07%
1,749
152
$282K 0.07%
4,895
+5
153
$278K 0.07%
3,567
-5
154
$275K 0.07%
4,084
+30
155
$267K 0.07%
6,533
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156
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12,400
157
$261K 0.06%
3,239
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158
$260K 0.06%
4,970
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159
$259K 0.06%
2,500
160
$256K 0.06%
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161
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162
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7,882
163
$244K 0.06%
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164
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165
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166
$234K 0.06%
4,720
167
$229K 0.06%
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168
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169
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170
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171
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11,763
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172
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7,170
173
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1,513
174
$214K 0.05%
4,775
175
$212K 0.05%
4,000
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7
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