WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$2.57M
3
+$1.77M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.37M

Top Sells

1
+$12.8M
2
+$7.02M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$2.9M
5
MSFT icon
Microsoft
MSFT
+$2.71M

Sector Composition

1 Technology 20.94%
2 Financials 13.61%
3 Healthcare 11.65%
4 Consumer Discretionary 8.21%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$30K ﹤0.01%
526
+12
477
$29K ﹤0.01%
661
478
$29K ﹤0.01%
106
-1
479
$29K ﹤0.01%
225
-25
480
$29K ﹤0.01%
383
-18
481
$29K ﹤0.01%
470
482
$29K ﹤0.01%
+637
483
$28K ﹤0.01%
990
+22
484
$28K ﹤0.01%
100
485
$28K ﹤0.01%
789
486
$28K ﹤0.01%
315
+200
487
$28K ﹤0.01%
2,500
-385
488
$28K ﹤0.01%
245
489
$27K ﹤0.01%
3,000
490
$27K ﹤0.01%
80
491
$27K ﹤0.01%
2,500
-457
492
$27K ﹤0.01%
102
493
$27K ﹤0.01%
190
494
$27K ﹤0.01%
500
495
$27K ﹤0.01%
1,348
496
$27K ﹤0.01%
65
497
$27K ﹤0.01%
2,000
-1,840
498
$27K ﹤0.01%
1,175
499
$27K ﹤0.01%
278
500
$26K ﹤0.01%
1,200
-16
18 19
20
21 22