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
376
$85.5K ﹤0.01%
350
377
$84.6K ﹤0.01%
1,000
378
$84.1K ﹤0.01%
425
379
$84.1K ﹤0.01%
185
-10
380
$84K ﹤0.01%
181
381
$83.3K ﹤0.01%
403
-2
382
$83.1K ﹤0.01%
1,149
+615
383
$83.1K ﹤0.01%
752
-420
384
$81.8K ﹤0.01%
302
+132
385
$80.8K ﹤0.01%
6,775
386
$80.1K ﹤0.01%
1,010
387
$80K ﹤0.01%
619
388
$79.6K ﹤0.01%
1,567
+69
389
$79.4K ﹤0.01%
850
390
$78.7K ﹤0.01%
700
391
$78.2K ﹤0.01%
1,000
-11
392
$77.6K ﹤0.01%
92
393
$76.3K ﹤0.01%
556
-40
394
$76K ﹤0.01%
300
395
$75.7K ﹤0.01%
105
396
$75.5K ﹤0.01%
652
397
$74.8K ﹤0.01%
800
398
$74.8K ﹤0.01%
519
399
$74.2K ﹤0.01%
1,617
-183
400
$73.2K ﹤0.01%
1,100
14 15
16
17 18