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
251
$254K 0.01%
1,050
+640
252
$246K 0.01%
100,000
253
$245K 0.01%
1,997
+297
254
$244K 0.01%
1,507
+18
255
$232K 0.01%
491
+2
256
$228K 0.01%
1,788
257
$227K 0.01%
4,138
-284
258
$224K 0.01%
1,600
-134
259
$224K 0.01%
3,825
260
$223K 0.01%
3,000
261
$214K 0.01%
1,908
-4
262
$214K 0.01%
5,943
263
$206K 0.01%
1,481
+1,366
264
$203K 0.01%
1,028
+18
265
$202K 0.01%
1,619
-300
266
$190K 0.01%
1,447
+18
267
$187K 0.01%
3,644
+1,927
268
$185K 0.01%
2,369
269
$183K 0.01%
750
270
$182K 0.01%
2,596
+596
271
$181K 0.01%
1,231
+478
272
$181K 0.01%
7,950
+50
273
$181K 0.01%
2,640
274
$180K 0.01%
1,138
+753
275
$177K 0.01%
928
+18
9 10
11
12 13