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
176
$212K 0.05%
2,977
177
$212K 0.05%
2,013
-250
178
$211K 0.05%
2,309
179
$209K 0.05%
8,416
180
$207K 0.05%
1,700
181
$204K 0.05%
2,437
182
$204K 0.05%
3,174
-500
183
$203K 0.05%
13,400
184
$203K 0.05%
4,104
185
$201K 0.05%
150
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186
$198K 0.05%
6,084
187
$198K 0.05%
6,669
+1,777
188
$197K 0.05%
2,000
+600
189
$196K 0.05%
6,394
+200
190
$194K 0.05%
5,950
-200
191
$194K 0.05%
4,792
192
$192K 0.05%
4,500
193
$191K 0.05%
2,187
194
$191K 0.05%
8,423
195
$188K 0.05%
2,150
196
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3,516
197
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3,562
198
$184K 0.04%
2,808
199
$184K 0.04%
4,402
+500
200
$183K 0.04%
3,106
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