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
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.99M
3
+$2.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
AES icon
AES
AES
+$1.73M

Top Sells

1
+$6.13M
2
+$3.44M
3
+$2.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Technology 22.62%
2 Financials 10.11%
3 Healthcare 9.91%
4 Industrials 8.02%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$682K 0.03%
2,705
177
$668K 0.02%
7,288
+9
178
$641K 0.02%
2,515
-11
179
$636K 0.02%
9,999
180
$628K 0.02%
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181
$626K 0.02%
11,471
182
$622K 0.02%
12,300
183
$612K 0.02%
2,401
+39
184
$611K 0.02%
6,893
-336
185
$602K 0.02%
1,258
-31
186
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6,189
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187
$596K 0.02%
8,700
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188
$591K 0.02%
3,276
189
$564K 0.02%
2,702
190
$562K 0.02%
4,487
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191
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4,331
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192
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193
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194
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6,774
195
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4,054
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196
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11,203
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197
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2,425
198
$482K 0.02%
3,079
199
$482K 0.02%
1,540
+21
200
$476K 0.02%
4,963
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8
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