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
$1.99B
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$2.31M
3
+$1.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.56M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.25M

Top Sells

1
+$12.7M
2
+$6.69M
3
+$3.33M
4
AAPL icon
Apple
AAPL
+$2.55M
5
MSFT icon
Microsoft
MSFT
+$2.39M

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
501
$26K ﹤0.01%
1,000
502
$26K ﹤0.01%
441
503
$26K ﹤0.01%
377
-11
504
$26K ﹤0.01%
+750
505
$26K ﹤0.01%
524
506
$26K ﹤0.01%
816
-1,334
507
$26K ﹤0.01%
385
508
$26K ﹤0.01%
680
509
$26K ﹤0.01%
175
510
$25K ﹤0.01%
1,111
511
$25K ﹤0.01%
775
-45
512
$25K ﹤0.01%
586
+96
513
$25K ﹤0.01%
351
514
$25K ﹤0.01%
500
515
$25K ﹤0.01%
4,116
516
$25K ﹤0.01%
400
517
$25K ﹤0.01%
1,000
518
$24K ﹤0.01%
975
519
$24K ﹤0.01%
200
520
$24K ﹤0.01%
+300
521
$24K ﹤0.01%
100
-5
522
$24K ﹤0.01%
1,000
523
$23K ﹤0.01%
777
-746
524
$23K ﹤0.01%
420
525
$23K ﹤0.01%
385
19 20
21
22 23