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
601
$14.3K ﹤0.01%
500
-544
602
$14.3K ﹤0.01%
1,630
+500
603
$13.7K ﹤0.01%
1,000
-10
604
$13.7K ﹤0.01%
800
605
$13.6K ﹤0.01%
500
606
$13.5K ﹤0.01%
+490
607
$13.5K ﹤0.01%
+140
608
$13.5K ﹤0.01%
250
-250
609
$13.2K ﹤0.01%
+120
610
$13K ﹤0.01%
133
611
$12.9K ﹤0.01%
350
-240
612
$12.9K ﹤0.01%
61
+51
613
$12.7K ﹤0.01%
100
614
$12.2K ﹤0.01%
388
615
$12K ﹤0.01%
256
616
$11.7K ﹤0.01%
+155
617
$11.6K ﹤0.01%
208
+33
618
$11.5K ﹤0.01%
5,000
619
$11.5K ﹤0.01%
340
620
$11.4K ﹤0.01%
75
621
$11.4K ﹤0.01%
350
622
$11.4K ﹤0.01%
508
623
$11.2K ﹤0.01%
200
-36
624
$11.1K ﹤0.01%
+65
625
$11K ﹤0.01%
350
23 24
25
26 27