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
201
$451K 0.02%
2,702
-14
202
$451K 0.02%
6,261
-25
203
$450K 0.02%
4,455
204
$439K 0.02%
3,079
205
$432K 0.02%
1,649
+95
206
$427K 0.02%
3,745
+3,495
207
$421K 0.02%
6,467
-150
208
$419K 0.02%
1,022
209
$411K 0.02%
4,980
-10
210
$399K 0.02%
4,963
-50
211
$380K 0.02%
1,269
-21
212
$372K 0.01%
6,989
213
$371K 0.01%
1,500
214
$369K 0.01%
5,710
215
$368K 0.01%
10,260
216
$368K 0.01%
9,120
-346
217
$366K 0.01%
1,519
+62
218
$366K 0.01%
4,754
-71
219
$360K 0.01%
2,425
-50
220
$357K 0.01%
1,800
221
$352K 0.01%
1,470
222
$351K 0.01%
4,915
-160
223
$350K 0.01%
3,370
+9
224
$336K 0.01%
10,760
+6,760
225
$334K 0.01%
2,530
+535
7 8
9
10 11