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
501
$33.7K ﹤0.01%
175
502
$33.6K ﹤0.01%
192
+12
503
$33.4K ﹤0.01%
182
504
$33.1K ﹤0.01%
235
505
$33K ﹤0.01%
250
506
$32.5K ﹤0.01%
2,050
507
$32.5K ﹤0.01%
500
-75
508
$31.9K ﹤0.01%
500
509
$31.9K ﹤0.01%
175
510
$31.6K ﹤0.01%
589
511
$31.5K ﹤0.01%
597
+100
512
$31K ﹤0.01%
107
-18
513
$30.9K ﹤0.01%
2,500
514
$30.6K ﹤0.01%
1,375
515
$30.6K ﹤0.01%
340
516
$30.4K ﹤0.01%
716
+206
517
$30.3K ﹤0.01%
1,416
-1,290
518
$30.2K ﹤0.01%
1,666
519
$29.7K ﹤0.01%
133
+8
520
$29.6K ﹤0.01%
400
521
$29.6K ﹤0.01%
819
+600
522
$29.4K ﹤0.01%
420
523
$29.2K ﹤0.01%
315
524
$29.2K ﹤0.01%
975
525
$29.1K ﹤0.01%
278
19 20
21
22 23