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
201
$183K 0.04%
3,791
202
$183K 0.04%
2,800
203
$182K 0.04%
2,987
+50
204
$182K 0.04%
665
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205
$181K 0.04%
3,040
-240
206
$181K 0.04%
2,446
207
$180K 0.04%
1,670
208
$180K 0.04%
2,900
209
$179K 0.04%
5,000
210
$178K 0.04%
3,500
211
$177K 0.04%
3,145
212
$175K 0.04%
6,529
+3,683
213
$174K 0.04%
1,688
214
$173K 0.04%
1,810
215
$173K 0.04%
1,980
216
$172K 0.04%
1,776
+60
217
$172K 0.04%
4,110
218
$172K 0.04%
1,930
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219
$170K 0.04%
490
220
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221
$167K 0.04%
4,037
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222
$167K 0.04%
3,098
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223
$166K 0.04%
3,376
-6,100
224
$164K 0.04%
3,286
225
$162K 0.04%
3,992
7 8
9
10 11