Portfolio (Quarterly)
Guide ↗
Washington Trust Bank
· CIK 0000861787| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SHOP | SHOPIFY INC | Technology | 4,177 | $621K | 0.04% | SOLD |
| 2 | GLD | SPDR GOLD TR | Financial Services | 1,390 | $494K | 0.04% | SOLD |
| 3 | POOL | POOL CORP | Industrials | 868 | $269K | 0.02% | SOLD |
| 4 | ROP | ROPER TECHNOLOGIES INC | Industrials | 470 | $234K | 0.02% | SOLD |
| 5 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 740 | $229K | 0.02% | SOLD |
| 6 | VUG | VANGUARD INDEX FDS | — | 468 | $224K | 0.02% | SOLD |
| 7 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 1,506 | $210K | 0.01% | SOLD |
| 8 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 595 | $206K | 0.01% | SOLD |
| 9 | HON | HONEYWELL INTL INC | Industrials | 962 | $203K | 0.01% | SOLD |
| 10 | RPT | RITHM PPTY TR INC | Real Estate | 10,499 | $26K | 0.00% | SOLD |
Sector Allocation
Technology
31.2%
Industrials
16.0%
Financial Services
14.2%
Consumer Cyclical
9.3%
Communication Services
7.5%
Healthcare
7.3%
Consumer Defensive
7.2%
Energy
2.6%
Utilities
1.7%
Basic Materials
1.5%