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
576
$20.3K ﹤0.01%
+375
577
$20.1K ﹤0.01%
650
578
$19.9K ﹤0.01%
+425
579
$19.9K ﹤0.01%
408
580
$19.8K ﹤0.01%
41
581
$19.7K ﹤0.01%
612
-49
582
$19.6K ﹤0.01%
985
+500
583
$19.5K ﹤0.01%
750
584
$19.3K ﹤0.01%
+565
585
$19.2K ﹤0.01%
15
-40
586
$19.1K ﹤0.01%
37
587
$19.1K ﹤0.01%
1,000
588
$19.1K ﹤0.01%
735
589
$18.8K ﹤0.01%
200
590
$18.7K ﹤0.01%
75
591
$18.6K ﹤0.01%
490
592
$18.6K ﹤0.01%
75
-55
593
$18.4K ﹤0.01%
70
-15
594
$18.2K ﹤0.01%
435
+60
595
$18.1K ﹤0.01%
700
596
$18K ﹤0.01%
400
597
$17.6K ﹤0.01%
1,822
598
$17.5K ﹤0.01%
183
+5
599
$17.3K ﹤0.01%
79
-121
600
$17.3K ﹤0.01%
70
22 23
24
25 26