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
651
$11.1K ﹤0.01%
195
652
$11K ﹤0.01%
985
653
$11K ﹤0.01%
225
654
$10.8K ﹤0.01%
299
655
$10.6K ﹤0.01%
133
656
$10.5K ﹤0.01%
250
657
$10.2K ﹤0.01%
200
658
$10K ﹤0.01%
175
-33
659
$9.94K ﹤0.01%
+500
660
$9.93K ﹤0.01%
+101
661
$9.88K ﹤0.01%
96
662
$9.82K ﹤0.01%
83
663
$9.72K ﹤0.01%
135
664
$9.59K ﹤0.01%
287
665
$9.49K ﹤0.01%
160
666
$9.49K ﹤0.01%
106
667
$9.11K ﹤0.01%
408
-855
668
$9.07K ﹤0.01%
67
669
$8.87K ﹤0.01%
161
670
$8.73K ﹤0.01%
100
671
$8.66K ﹤0.01%
1,243
672
$8.63K ﹤0.01%
1,500
673
$8.52K ﹤0.01%
295
674
$8.49K ﹤0.01%
48
-4
675
$8.3K ﹤0.01%
250
25 26
27
28 29