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
451
$43K ﹤0.01%
2,000
-1,500
452
$42.9K ﹤0.01%
170
453
$41.5K ﹤0.01%
643
454
$41.2K ﹤0.01%
125
-2
455
$41.1K ﹤0.01%
488
+27
456
$40.9K ﹤0.01%
+619
457
$40.9K ﹤0.01%
1,160
-84
458
$40.7K ﹤0.01%
1,000
459
$40.6K ﹤0.01%
241
460
$39.9K ﹤0.01%
245
461
$39.4K ﹤0.01%
1,900
-220
462
$37.4K ﹤0.01%
649
463
$37.2K ﹤0.01%
350
-7
464
$37K ﹤0.01%
255
465
$36.8K ﹤0.01%
637
466
$36.7K ﹤0.01%
534
+77
467
$35.7K ﹤0.01%
1,200
468
$35.7K ﹤0.01%
500
+270
469
$35.5K ﹤0.01%
772
470
$35.5K ﹤0.01%
200
471
$35.3K ﹤0.01%
1,000
472
$35.1K ﹤0.01%
345
473
$35.1K ﹤0.01%
339
474
$34.6K ﹤0.01%
+500
475
$34.4K ﹤0.01%
+344
17 18
19
20 21