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
576
$20.4K ﹤0.01%
175
577
$20.4K ﹤0.01%
750
-63
578
$20.2K ﹤0.01%
150
+50
579
$20.1K ﹤0.01%
816
580
$20.1K ﹤0.01%
408
-495
581
$20K ﹤0.01%
128
582
$19.9K ﹤0.01%
510
+310
583
$19.8K ﹤0.01%
735
-90
584
$19.7K ﹤0.01%
490
585
$19.7K ﹤0.01%
1,000
586
$19.6K ﹤0.01%
400
587
$19.4K ﹤0.01%
521
588
$19.3K ﹤0.01%
1,000
589
$19.1K ﹤0.01%
70
+6
590
$19.1K ﹤0.01%
+120
591
$19K ﹤0.01%
239
592
$18.5K ﹤0.01%
650
593
$18.4K ﹤0.01%
37
594
$18.1K ﹤0.01%
84
+23
595
$17.8K ﹤0.01%
423
596
$17.6K ﹤0.01%
+1,822
597
$17.6K ﹤0.01%
45
598
$17.3K ﹤0.01%
200
599
$17.2K ﹤0.01%
400
600
$17K ﹤0.01%
58
22 23
24
25 26