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
476
$41.9K ﹤0.01%
269
+14
477
$41.8K ﹤0.01%
350
478
$40.8K ﹤0.01%
1,760
-140
479
$40.6K ﹤0.01%
600
-150
480
$40.6K ﹤0.01%
2,440
481
$40.4K ﹤0.01%
344
482
$39.8K ﹤0.01%
2,500
483
$39.2K ﹤0.01%
100
484
$37.1K ﹤0.01%
1,666
485
$37K ﹤0.01%
2,000
486
$36.9K ﹤0.01%
640
+300
487
$36.8K ﹤0.01%
385
488
$36.4K ﹤0.01%
772
489
$36.2K ﹤0.01%
200
490
$35.8K ﹤0.01%
175
491
$35.6K ﹤0.01%
329
+64
492
$35.5K ﹤0.01%
182
+3
493
$35.4K ﹤0.01%
+403
494
$35.4K ﹤0.01%
+252
495
$35.4K ﹤0.01%
340
496
$34.9K ﹤0.01%
637
497
$34.6K ﹤0.01%
+1,098
498
$33.9K ﹤0.01%
130
-4
499
$33.8K ﹤0.01%
235
500
$33.7K ﹤0.01%
419
18 19
20
21 22