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
551
$24.4K ﹤0.01%
661
+49
552
$24.4K ﹤0.01%
139
553
$24.1K ﹤0.01%
+522
554
$23.5K ﹤0.01%
178
-8
555
$23.2K ﹤0.01%
+305
556
$23K ﹤0.01%
41
557
$22.9K ﹤0.01%
150
558
$22.8K ﹤0.01%
175
559
$22.7K ﹤0.01%
380
560
$22.6K ﹤0.01%
338
-149
561
$22.5K ﹤0.01%
22
-3
562
$22.4K ﹤0.01%
744
-786
563
$22.4K ﹤0.01%
1,192
-4
564
$22.4K ﹤0.01%
424
+44
565
$21.5K ﹤0.01%
3,758
+3,488
566
$20.9K ﹤0.01%
+262
567
$20.9K ﹤0.01%
90
568
$20.9K ﹤0.01%
900
569
$20.8K ﹤0.01%
329
-696
570
$20.7K ﹤0.01%
360
-40
571
$20.7K ﹤0.01%
195
+1
572
$20.6K ﹤0.01%
1,160
573
$20.5K ﹤0.01%
700
574
$20.5K ﹤0.01%
75
575
$20.4K ﹤0.01%
+250
21 22
23
24 25