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
276
$219K 0.01%
1,737
-9
277
$219K 0.01%
6,141
+542
278
$212K 0.01%
2,596
279
$209K 0.01%
8,288
+6,528
280
$209K 0.01%
1,027
+61
281
$208K 0.01%
1,069
+4
282
$200K 0.01%
1,447
+1
283
$200K 0.01%
2,283
+638
284
$197K 0.01%
1,010
-5
285
$191K 0.01%
3,894
-1,946
286
$188K 0.01%
1,232
287
$187K 0.01%
2,640
288
$186K 0.01%
3,388
-12
289
$179K 0.01%
2,293
+440
290
$172K 0.01%
583
291
$170K 0.01%
6,400
292
$166K 0.01%
2,710
-270
293
$166K 0.01%
2,020
294
$165K 0.01%
1,155
-350
295
$161K 0.01%
5,700
296
$160K 0.01%
1,500
+150
297
$159K 0.01%
805
+564
298
$155K 0.01%
2,467
299
$150K 0.01%
7,500
300
$150K 0.01%
6,670
10 11
12
13 14