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
526
$23K ﹤0.01%
+1,500
527
$22K ﹤0.01%
235
528
$22K ﹤0.01%
200
529
$22K ﹤0.01%
500
530
$22K ﹤0.01%
589
531
$22K ﹤0.01%
400
-190
532
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215
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533
$22K ﹤0.01%
72
534
$22K ﹤0.01%
165
535
$22K ﹤0.01%
665
536
$21K ﹤0.01%
547
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537
$21K ﹤0.01%
1,500
538
$20K ﹤0.01%
700
539
$20K ﹤0.01%
+48
540
$20K ﹤0.01%
186
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541
$20K ﹤0.01%
283
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$20K ﹤0.01%
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$20K ﹤0.01%
548
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545
$20K ﹤0.01%
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546
$20K ﹤0.01%
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547
$19K ﹤0.01%
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548
$19K ﹤0.01%
1,657
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549
$19K ﹤0.01%
1,156
+421
550
$19K ﹤0.01%
1,836
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