WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.53B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.52M
3
+$4.91M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.8M
5
HAS icon
Hasbro
HAS
+$4.52M

Top Sells

1
+$15.2M
2
+$9.73M
3
+$8.37M
4
D icon
Dominion Energy
D
+$4.88M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.98M

Sector Composition

1 Technology 22.65%
2 Financials 10.38%
3 Healthcare 9.89%
4 Industrials 7.94%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$334K 0.01%
11,417
227
$333K 0.01%
4,750
228
$332K 0.01%
12,589
229
$332K 0.01%
2,114
230
$330K 0.01%
2,475
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231
$325K 0.01%
842
+360
232
$323K 0.01%
7,885
233
$322K 0.01%
3,596
-50
234
$307K 0.01%
3,825
+75
235
$300K 0.01%
342
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236
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7,510
237
$285K 0.01%
4,330
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238
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691
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239
$281K 0.01%
6,991
+5,525
240
$275K 0.01%
1,087
241
$273K 0.01%
2,167
242
$271K 0.01%
9,421
-51
243
$269K 0.01%
2,845
244
$269K 0.01%
5,272
245
$267K 0.01%
1,620
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246
$266K 0.01%
1,611
247
$262K 0.01%
3,621
-201
248
$257K 0.01%
5,315
249
$257K 0.01%
1,670
-25
250
$256K 0.01%
1,712
+94
8 9
10
11 12