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
551
$24.6K ﹤0.01%
1,160
552
$24.5K ﹤0.01%
+720
553
$24.3K ﹤0.01%
+1,200
554
$23.7K ﹤0.01%
767
555
$23.5K ﹤0.01%
139
556
$23.2K ﹤0.01%
+248
557
$23.1K ﹤0.01%
5,000
558
$23K ﹤0.01%
+500
559
$22.8K ﹤0.01%
200
560
$22.1K ﹤0.01%
150
561
$22.1K ﹤0.01%
744
562
$21.6K ﹤0.01%
433
-16
563
$21.6K ﹤0.01%
+500
564
$21.6K ﹤0.01%
90
565
$21.6K ﹤0.01%
360
566
$21.5K ﹤0.01%
+665
567
$21.3K ﹤0.01%
+130
568
$21.2K ﹤0.01%
+361
569
$21.2K ﹤0.01%
+260
570
$20.9K ﹤0.01%
200
571
$20.6K ﹤0.01%
175
572
$20.5K ﹤0.01%
3,758
573
$20.4K ﹤0.01%
+400
574
$20.3K ﹤0.01%
350
-74
575
$20.3K ﹤0.01%
329
21 22
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