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
201
$470K 0.02%
6,161
-100
202
$461K 0.02%
5,368
+388
203
$459K 0.02%
3,370
204
$453K 0.02%
7,790
-115
205
$451K 0.02%
1,680
+31
206
$450K 0.02%
6,989
207
$447K 0.02%
1,288
+13
208
$445K 0.02%
1,224
-45
209
$437K 0.02%
6,242
-225
210
$433K 0.02%
1,470
211
$431K 0.02%
4,455
212
$425K 0.02%
958
-64
213
$416K 0.02%
1,800
214
$407K 0.01%
2,491
+16
215
$401K 0.01%
1,500
216
$399K 0.01%
10,260
217
$398K 0.01%
+17,980
218
$398K 0.01%
9,127
+7
219
$396K 0.01%
2,114
220
$393K 0.01%
3,810
-15
221
$386K 0.01%
9,389
+1,504
222
$380K 0.01%
4,954
+200
223
$366K 0.01%
12,534
-55
224
$365K 0.01%
11,417
225
$351K 0.01%
3,538
-58
7 8
9
10 11