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
601
$17.3K ﹤0.01%
19
-3
602
$17.1K ﹤0.01%
87
+3
603
$17K ﹤0.01%
400
604
$16.9K ﹤0.01%
120
605
$16.9K ﹤0.01%
200
+139
606
$16.6K ﹤0.01%
+490
607
$16.3K ﹤0.01%
231
-8
608
$16.2K ﹤0.01%
400
609
$16K ﹤0.01%
800
610
$16K ﹤0.01%
113
+77
611
$15.7K ﹤0.01%
521
612
$15.7K ﹤0.01%
176
-1
613
$15.7K ﹤0.01%
95
614
$15.5K ﹤0.01%
290
615
$14.9K ﹤0.01%
311
616
$14.8K ﹤0.01%
500
617
$14.8K ﹤0.01%
66
-4
618
$14.7K ﹤0.01%
1,000
619
$14.4K ﹤0.01%
175
620
$14.4K ﹤0.01%
58
621
$14.2K ﹤0.01%
269
-29
622
$14.2K ﹤0.01%
500
623
$14.2K ﹤0.01%
200
624
$14.2K ﹤0.01%
120
-30
625
$14.1K ﹤0.01%
144
+1
23 24
25
26 27