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
701
$6.91K ﹤0.01%
83
-3
702
$6.91K ﹤0.01%
244
703
$6.9K ﹤0.01%
71
+37
704
$6.73K ﹤0.01%
52
-1
705
$6.6K ﹤0.01%
+73
706
$6.57K ﹤0.01%
41
-1
707
$6.54K ﹤0.01%
26
-4
708
$6.52K ﹤0.01%
347
-74
709
$6.47K ﹤0.01%
88
-1
710
$6.44K ﹤0.01%
15
711
$6.39K ﹤0.01%
25
712
$6.32K ﹤0.01%
49
-1
713
$6.31K ﹤0.01%
100
714
$6.3K ﹤0.01%
2
715
$6.28K ﹤0.01%
+115
716
$6.12K ﹤0.01%
75
717
$6.1K ﹤0.01%
14
+4
718
$6.05K ﹤0.01%
4
719
$6.03K ﹤0.01%
39
-1
720
$6.01K ﹤0.01%
65
+2
721
$5.98K ﹤0.01%
112
722
$5.95K ﹤0.01%
36
-1
723
$5.91K ﹤0.01%
+212
724
$5.87K ﹤0.01%
76
-1
725
$5.8K ﹤0.01%
+80
27 28
29
30 31