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
301
$150K 0.01%
3,495
-528
302
$147K 0.01%
545
-65
303
$146K 0.01%
3,800
304
$145K 0.01%
500
305
$142K 0.01%
523
-1
306
$142K 0.01%
1,645
+55
307
$140K 0.01%
683
308
$139K 0.01%
+2,467
309
$139K 0.01%
2,463
-10
310
$138K 0.01%
3,533
-198
311
$137K 0.01%
7,028
312
$136K 0.01%
2,140
313
$136K 0.01%
3,916
314
$135K 0.01%
11,478
-57,087
315
$132K ﹤0.01%
2,948
+217
316
$132K ﹤0.01%
2,265
+2,015
317
$131K ﹤0.01%
1,018
318
$131K ﹤0.01%
1,350
-100
319
$131K ﹤0.01%
250
320
$130K ﹤0.01%
5,400
321
$128K ﹤0.01%
3,330
+112
322
$128K ﹤0.01%
2,383
-62
323
$127K ﹤0.01%
3,825
324
$126K ﹤0.01%
1,062
325
$125K ﹤0.01%
361
-8
11 12
13
14 15