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
726
$5.75K ﹤0.01%
+168
727
$5.74K ﹤0.01%
83
728
$5.72K ﹤0.01%
48
-1
729
$5.59K ﹤0.01%
83
-560
730
$5.41K ﹤0.01%
74
-1
731
$5.41K ﹤0.01%
90
-2
732
$5.32K ﹤0.01%
49
733
$5.31K ﹤0.01%
107
734
$5.3K ﹤0.01%
20
735
$5.25K ﹤0.01%
250
736
$5.24K ﹤0.01%
198
737
$5.21K ﹤0.01%
670
738
$5.2K ﹤0.01%
100
739
$5.19K ﹤0.01%
101
740
$5.14K ﹤0.01%
120
741
$4.98K ﹤0.01%
61
742
$4.92K ﹤0.01%
38
743
$4.82K ﹤0.01%
225
-3
744
$4.75K ﹤0.01%
51
-1
745
$4.69K ﹤0.01%
+40
746
$4.68K ﹤0.01%
66
+18
747
$4.67K ﹤0.01%
17
748
$4.66K ﹤0.01%
500
749
$4.64K ﹤0.01%
29
-11
750
$4.63K ﹤0.01%
29
28 29
30
31 32