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
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.99M
3
+$2.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
AES icon
AES
AES
+$1.73M

Top Sells

1
+$6.13M
2
+$3.44M
3
+$2.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Technology 22.62%
2 Financials 10.11%
3 Healthcare 9.91%
4 Industrials 8.02%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$346K 0.01%
4,439
-476
227
$343K 0.01%
4,785
+35
228
$343K 0.01%
10,630
-130
229
$335K 0.01%
1,872
+261
230
$332K 0.01%
2,167
231
$332K 0.01%
3,081
-1,370
232
$331K 0.01%
792
-50
233
$329K 0.01%
342
234
$328K 0.01%
1,817
+586
235
$325K 0.01%
5,385
-325
236
$325K 0.01%
32,644
-16,660
237
$315K 0.01%
7,510
238
$311K 0.01%
1,507
239
$309K 0.01%
2,530
240
$308K 0.01%
1,609
-11
241
$307K 0.01%
734
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242
$301K 0.01%
+12,950
243
$297K 0.01%
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244
$296K 0.01%
1,671
+1
245
$290K 0.01%
4,330
246
$287K 0.01%
5,840
-13,091
247
$283K 0.01%
6,889
-102
248
$280K 0.01%
5,272
249
$279K 0.01%
1,025
-25
250
$277K 0.01%
1,600
8 9
10
11 12