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
$2.73B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.71M
3
+$2.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M

Top Sells

1
+$13M
2
+$4.82M
3
+$3.42M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.24M

Sector Composition

1 Technology 24.56%
2 Financials 9.6%
3 Healthcare 9.16%
4 Industrials 7.95%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$367K 0.01%
1,556
+49
227
$364K 0.01%
1,500
228
$360K 0.01%
12,414
-120
229
$359K 0.01%
342
230
$358K 0.01%
792
231
$358K 0.01%
4,263
+1,894
232
$357K 0.01%
5,642
-600
233
$352K 0.01%
2,491
234
$342K 0.01%
3,211
+130
235
$341K 0.01%
3,538
236
$335K 0.01%
10,630
237
$333K 0.01%
7,582
+72
238
$330K 0.01%
4,439
239
$327K 0.01%
1,872
240
$319K 0.01%
1,639
+30
241
$317K 0.01%
11,384
+3,434
242
$317K 0.01%
7,885
-1,504
243
$315K 0.01%
4,360
+30
244
$307K 0.01%
4,905
+605
245
$301K 0.01%
12,950
246
$301K 0.01%
1,997
247
$299K 0.01%
1,655
-16
248
$295K 0.01%
2,845
249
$291K 0.01%
+1,696
250
$288K 0.01%
2,227
-303
8 9
10
11 12