WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Est. Return
19.47%
1 Year Est. Return
+19.47%
AUM
$2.83B
AUM Growth
+$220M
(+8.4%)
Holding
765
Top Buys
| 1 | +$10.7M | |
| 2 | +$10.4M | |
| 3 | +$2.8M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.51M |
| 5 |
JPMorgan Chase
JPM
|
+$1.3M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$3.2M | |
| 3 | +$2.62M | |
| 4 |
iShares US Financials ETF
IYF
|
+$2.31M |
| 5 |
Jacobs Solutions
J
|
+$1.75M |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Financials | 10.54% |
| 3 | Industrials | 8.18% |
| 4 | Consumer Discretionary | 7.76% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$656B
| $127M | 4.49% |
205,604
-147
|
|
||
2
Apple
AAPL
$3.67T
| $112M | 3.97% |
547,750
-5,037
|
|
||
3
Broadcom
AVGO
$1.67T
| $107M | 3.78% |
387,830
-9,511
|
|
||
4
Microsoft
MSFT
$3.8T
| $104M | 3.67% |
208,537
-1,664
|
|
||
5
NVIDIA
NVDA
$4.43T
| $93.1M | 3.29% |
589,316
-20,226
|
|
||
|
6
Vanguard S&P 500 ETF
VOO
$752B
| $92.4M | 3.27% |
162,672
+4,426
|
|
||
7
Amazon
AMZN
$2.29T
| $89.5M | 3.17% |
408,103
-1,593
|
|
||
8
iShares Russell Mid-Cap ETF
IWR
$44.2B
| $85.3M | 3.02% |
928,015
-10,514
|
|
||
9
Visa
V
$651B
| $79M | 2.79% |
222,573
-3,087
|
|
||
10
Alphabet (Google) Class A
GOOGL
$3.04T
| $73M | 2.58% |
414,387
+1,503
|
|
||
11
iShares Russell 2000 ETF
IWM
$70.3B
| $69.2M | 2.45% |
320,725
-3,661
|
|
||
12
iShares Russell 1000 ETF
IWB
$44.5B
| $66.4M | 2.35% |
195,514
-3,501
|
|
||
|
13
JPMorgan Chase
JPM
$813B
| $65.3M | 2.31% |
225,408
+4,471
|
|
||
14
Meta Platforms (Facebook)
META
$1.79T
| $57.2M | 2.02% |
77,439
-1,301
|
|
||
15
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| $50M | 1.77% |
88,255
-53
|
|
||
16
Home Depot
HD
$386B
| $42.5M | 1.5% |
115,790
-252
|
|
||
17
Palo Alto Networks
PANW
$139B
| $40.3M | 1.42% |
196,689
-3,003
|
|
||
18
Thermo Fisher Scientific
TMO
$203B
| $38.7M | 1.37% |
95,437
-545
|
|
||
19
Wabtec
WAB
$33.1B
| $28.8M | 1.02% |
137,438
-1,269
|
|
||
20
TJX Companies
TJX
$159B
| $28.6M | 1.01% |
231,972
-1,423
|
|
||
21
Vanguard High Dividend Yield ETF
VYM
$64.6B
| $28.2M | 1% |
211,261
+4,214
|
|
||
22
Costco
COST
$410B
| $28M | 0.99% |
28,280
-325
|
|
||
23
Walmart
WMT
$849B
| $27.9M | 0.99% |
284,999
-6,460
|
|
||
24
RTX Corp
RTX
$210B
| $26.9M | 0.95% |
184,387
-1,729
|
|
||
25
Blackrock
BLK
$181B
| $26M | 0.92% |
24,758
-91
|
|