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
476
$40.4K ﹤0.01%
3,600
477
$40.1K ﹤0.01%
1,000
478
$39.7K ﹤0.01%
530
+30
479
$39.5K ﹤0.01%
500
480
$38.8K ﹤0.01%
344
481
$38.5K ﹤0.01%
339
482
$38.2K ﹤0.01%
1,000
483
$38.1K ﹤0.01%
700
484
$38K ﹤0.01%
3,033
+1,000
485
$37.8K ﹤0.01%
450
486
$37K ﹤0.01%
268
487
$36.9K ﹤0.01%
462
+43
488
$36.5K ﹤0.01%
374
+179
489
$36.4K ﹤0.01%
167
+32
490
$35.8K ﹤0.01%
772
491
$35.6K ﹤0.01%
330
492
$35.3K ﹤0.01%
252
493
$35.1K ﹤0.01%
637
494
$34.7K ﹤0.01%
1,213
+213
495
$34.7K ﹤0.01%
643
-1,326
496
$34.7K ﹤0.01%
190
-269
497
$34.7K ﹤0.01%
132
-170
498
$34K ﹤0.01%
329
499
$34K ﹤0.01%
403
500
$34K ﹤0.01%
1,299
18 19
20
21 22