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
276
$175K 0.01%
4,135
277
$172K 0.01%
1,129
+55
278
$171K 0.01%
2,980
279
$170K 0.01%
4,023
280
$168K 0.01%
1,025
281
$167K 0.01%
978
-144
282
$165K 0.01%
3,400
-202
283
$160K 0.01%
1,032
-20
284
$160K 0.01%
2,473
-476
285
$159K 0.01%
2,140
286
$159K 0.01%
1,540
+207
287
$159K 0.01%
2,860
288
$159K 0.01%
6,400
289
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2,600
+1,330
290
$156K 0.01%
3,006
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291
$154K 0.01%
5,700
292
$153K 0.01%
610
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293
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500
294
$151K 0.01%
2,445
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295
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583
296
$149K 0.01%
3,800
-46
297
$141K 0.01%
856
298
$138K 0.01%
3,731
-1,116
299
$136K 0.01%
3,825
300
$133K 0.01%
1,720
-18
10 11
12
13 14