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
251
$287K 0.01%
5,225
-160
252
$284K 0.01%
1,433
+45
253
$280K 0.01%
3,000
254
$279K 0.01%
13,062
+3,562
255
$277K 0.01%
5,100
256
$275K 0.01%
1,695
-122
257
$273K 0.01%
32,644
258
$269K 0.01%
497
+4
259
$266K 0.01%
6,249
-640
260
$265K 0.01%
100,000
261
$264K 0.01%
1,025
262
$263K 0.01%
13,625
+1,325
263
$261K 0.01%
5,272
264
$258K 0.01%
1,617
+17
265
$250K 0.01%
1,908
266
$241K 0.01%
10,650
267
$238K 0.01%
725
-25
268
$238K 0.01%
8,380
269
$237K 0.01%
1,788
270
$231K 0.01%
3,825
271
$225K 0.01%
4,250
272
$222K 0.01%
1,711
273
$221K 0.01%
10,140
274
$221K 0.01%
1,110
-453
275
$219K 0.01%
3,621
9 10
11
12 13