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
526
$29K ﹤0.01%
200
527
$28.8K ﹤0.01%
116
+13
528
$28.8K ﹤0.01%
135
529
$28.4K ﹤0.01%
1,299
530
$28.4K ﹤0.01%
1,263
531
$28.1K ﹤0.01%
303
-10
532
$27.9K ﹤0.01%
615
-135
533
$27.8K ﹤0.01%
+704
534
$27.8K ﹤0.01%
1,184
535
$27.7K ﹤0.01%
2,500
536
$27.3K ﹤0.01%
188
537
$27K ﹤0.01%
2,033
-2
538
$26.9K ﹤0.01%
497
+197
539
$26.6K ﹤0.01%
449
+3
540
$26.4K ﹤0.01%
412
541
$26.1K ﹤0.01%
520
542
$25.3K ﹤0.01%
300
543
$25.3K ﹤0.01%
+887
544
$25.3K ﹤0.01%
1,100
+300
545
$25.3K ﹤0.01%
184
546
$25.3K ﹤0.01%
85
-71
547
$24.8K ﹤0.01%
400
548
$24.5K ﹤0.01%
406
549
$24.5K ﹤0.01%
200
550
$24.4K ﹤0.01%
767
20 21
22
23 24