WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+7.2%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.85B
AUM Growth
+$119M
(+4.3%)
Cap. Flow
-$60.1M
Cap. Flow
% of AUM
-2.11%
Top 10 Holdings %
Top 10 Hldgs %
31.77%
Holding
895
New
26
Increased
123
Reduced
258
Closed
46
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.47M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.11M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.05M |
| 5 |
Zoetis
ZTS
|
$979K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$6.23M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.35M |
| 3 |
Broadcom
AVGO
|
$3.73M |
| 4 |
Apple
AAPL
|
$3.26M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$3.01M |
Sector Composition
| 1 | Technology | 23.67% |
| 2 | Financials | 9.98% |
| 3 | Healthcare | 9.43% |
| 4 | Industrials | 7.92% |
| 5 | Consumer Discretionary | 7.63% |
