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
601
$16.9K ﹤0.01%
300
602
$16.8K ﹤0.01%
800
603
$16.2K ﹤0.01%
70
604
$16.2K ﹤0.01%
195
605
$15.9K ﹤0.01%
298
606
$15.8K ﹤0.01%
+539
607
$15.6K ﹤0.01%
+95
608
$15.5K ﹤0.01%
242
609
$15.4K ﹤0.01%
+400
610
$15.3K ﹤0.01%
1,000
611
$15.3K ﹤0.01%
+262
612
$15.3K ﹤0.01%
290
613
$15.3K ﹤0.01%
70
614
$15.2K ﹤0.01%
1,000
615
$15.2K ﹤0.01%
254
-123
616
$15.1K ﹤0.01%
150
617
$14.8K ﹤0.01%
500
618
$14.8K ﹤0.01%
490
619
$14.7K ﹤0.01%
177
-12
620
$14.5K ﹤0.01%
311
621
$14.5K ﹤0.01%
357
622
$14.4K ﹤0.01%
143
-352
623
$14.1K ﹤0.01%
+585
624
$14.1K ﹤0.01%
126
+31
625
$14K ﹤0.01%
150
23 24
25
26 27