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
501
$33.7K ﹤0.01%
1,200
502
$33.6K ﹤0.01%
403
503
$33.1K ﹤0.01%
+700
504
$33K ﹤0.01%
250
505
$32.5K ﹤0.01%
1,375
506
$32.4K ﹤0.01%
133
507
$32.3K ﹤0.01%
500
508
$32.2K ﹤0.01%
175
509
$31.9K ﹤0.01%
2,050
510
$31.3K ﹤0.01%
235
511
$31.1K ﹤0.01%
330
-15
512
$31.1K ﹤0.01%
589
513
$30.9K ﹤0.01%
180
514
$30.7K ﹤0.01%
400
515
$30.6K ﹤0.01%
2,500
516
$30.6K ﹤0.01%
420
517
$30.6K ﹤0.01%
268
+68
518
$30.5K ﹤0.01%
975
519
$30.5K ﹤0.01%
278
520
$30.4K ﹤0.01%
300
521
$29.5K ﹤0.01%
1,035
-102
522
$29.4K ﹤0.01%
4,116
523
$29.4K ﹤0.01%
125
524
$29.3K ﹤0.01%
315
-20
525
$29.2K ﹤0.01%
1,000
19 20
21
22 23