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
251
$270K 0.01%
1,997
252
$265K 0.01%
1,563
-6,569
253
$262K 0.01%
1,788
254
$261K 0.01%
3,825
255
$261K 0.01%
3,000
256
$256K 0.01%
493
+2
257
$253K 0.01%
1,746
+34
258
$250K 0.01%
5,100
-215
259
$250K 0.01%
1,908
260
$250K 0.01%
4,300
+2,100
261
$249K 0.01%
1,711
+230
262
$249K 0.01%
8,351
+5,976
263
$246K 0.01%
4,250
+112
264
$244K 0.01%
1,388
-1,033
265
$242K 0.01%
+10,650
266
$239K 0.01%
+12,300
267
$236K 0.01%
100,000
268
$227K 0.01%
3,621
269
$225K 0.01%
750
270
$222K 0.01%
+10,140
271
$222K 0.01%
966
+38
272
$218K 0.01%
+4,816
273
$215K 0.01%
1,446
-1
274
$212K 0.01%
1,619
275
$208K 0.01%
2,596
9 10
11
12 13