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
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.99M
3
+$2.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
AES icon
AES
AES
+$1.73M

Top Sells

1
+$6.13M
2
+$3.44M
3
+$2.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Technology 22.62%
2 Financials 10.11%
3 Healthcare 9.91%
4 Industrials 8.02%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$100K ﹤0.01%
+2,176
352
$99.8K ﹤0.01%
1,126
-324
353
$99.8K ﹤0.01%
687
-30
354
$99.5K ﹤0.01%
650
355
$98.8K ﹤0.01%
152
-2
356
$98.8K ﹤0.01%
1,467
-5
357
$97.7K ﹤0.01%
1,000
358
$96.6K ﹤0.01%
566
-90
359
$96.5K ﹤0.01%
3,093
360
$96.5K ﹤0.01%
1,684
361
$95.7K ﹤0.01%
2,000
362
$95.4K ﹤0.01%
1,497
363
$94.5K ﹤0.01%
680
364
$94.1K ﹤0.01%
1,550
365
$94.1K ﹤0.01%
722
+77
366
$92.9K ﹤0.01%
705
+476
367
$92.7K ﹤0.01%
400
368
$91.9K ﹤0.01%
3,679
-404
369
$90.4K ﹤0.01%
300
370
$89.6K ﹤0.01%
944
371
$89.1K ﹤0.01%
400
372
$88.8K ﹤0.01%
673
-235
373
$88.5K ﹤0.01%
1,211
374
$88.1K ﹤0.01%
459
+269
375
$86.9K ﹤0.01%
1,500
13 14
15
16 17