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
451
$49.1K ﹤0.01%
1,000
452
$48.8K ﹤0.01%
268
453
$48.5K ﹤0.01%
560
+310
454
$48.4K ﹤0.01%
446
-227
455
$47.7K ﹤0.01%
730
+350
456
$47.7K ﹤0.01%
1,713
+113
457
$46.8K ﹤0.01%
600
458
$46.7K ﹤0.01%
3,289
+96
459
$45.8K ﹤0.01%
689
+40
460
$45.4K ﹤0.01%
101
461
$44.9K ﹤0.01%
572
+19
462
$44.9K ﹤0.01%
826
463
$44.7K ﹤0.01%
245
464
$43.9K ﹤0.01%
2,000
465
$43.5K ﹤0.01%
+1,712
466
$43.4K ﹤0.01%
2,290
467
$43.1K ﹤0.01%
640
468
$41.9K ﹤0.01%
775
469
$41.8K ﹤0.01%
350
470
$41.1K ﹤0.01%
300
-60
471
$40.7K ﹤0.01%
2,440
472
$40.5K ﹤0.01%
100
473
$40.5K ﹤0.01%
888
-1,288
474
$40.5K ﹤0.01%
269
475
$40.4K ﹤0.01%
1,063
+640
17 18
19
20 21