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
676
$9.03K ﹤0.01%
80
677
$9K ﹤0.01%
1,250
678
$8.97K ﹤0.01%
250
679
$8.89K ﹤0.01%
485
+229
680
$8.8K ﹤0.01%
+287
681
$8.53K ﹤0.01%
295
682
$8.52K ﹤0.01%
+317
683
$8.45K ﹤0.01%
750
684
$8.25K ﹤0.01%
219
+59
685
$8.08K ﹤0.01%
274
-176
686
$8.07K ﹤0.01%
107
687
$8.02K ﹤0.01%
1,630
688
$7.91K ﹤0.01%
200
689
$7.72K ﹤0.01%
200
690
$7.67K ﹤0.01%
+133
691
$7.6K ﹤0.01%
39
-1
692
$7.52K ﹤0.01%
382
-20
693
$7.51K ﹤0.01%
538
694
$7.47K ﹤0.01%
11
-1
695
$7.39K ﹤0.01%
83
+2
696
$7.22K ﹤0.01%
+248
697
$7.2K ﹤0.01%
215
+14
698
$7.04K ﹤0.01%
250
699
$7K ﹤0.01%
52
-2
700
$6.96K ﹤0.01%
68
-165
26 27
28
29 30