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
526
$28.8K ﹤0.01%
300
527
$28.7K ﹤0.01%
127
-6
528
$28.6K ﹤0.01%
2,500
529
$28.6K ﹤0.01%
615
530
$28.5K ﹤0.01%
188
531
$27.9K ﹤0.01%
1,100
532
$27.8K ﹤0.01%
300
533
$27.6K ﹤0.01%
+640
534
$27.5K ﹤0.01%
1,184
535
$27.5K ﹤0.01%
875
+385
536
$27.3K ﹤0.01%
412
537
$26.9K ﹤0.01%
4,116
538
$26.8K ﹤0.01%
1,200
539
$26.8K ﹤0.01%
303
540
$25.9K ﹤0.01%
96
-20
541
$25.8K ﹤0.01%
406
542
$25.6K ﹤0.01%
187
+3
543
$25.1K ﹤0.01%
887
544
$25.1K ﹤0.01%
235
545
$24.9K ﹤0.01%
+1,000
546
$24.8K ﹤0.01%
141
+83
547
$24.8K ﹤0.01%
337
-1
548
$24.7K ﹤0.01%
1,192
549
$24.6K ﹤0.01%
520
550
$24.6K ﹤0.01%
400
20 21
22
23 24