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
751
$4.59K ﹤0.01%
79
-3
752
$4.57K ﹤0.01%
6
-2
753
$4.56K ﹤0.01%
100
+55
754
$4.49K ﹤0.01%
35
-1
755
$4.44K ﹤0.01%
48
-1
756
$4.43K ﹤0.01%
67
+51
757
$4.37K ﹤0.01%
100
758
$4.36K ﹤0.01%
170
759
$4.34K ﹤0.01%
20
+7
760
$4.33K ﹤0.01%
153
761
$4.11K ﹤0.01%
114
-39
762
$4.07K ﹤0.01%
+44
763
$3.95K ﹤0.01%
+160
764
$3.94K ﹤0.01%
187
765
$3.94K ﹤0.01%
34
-346
766
$3.86K ﹤0.01%
26
767
$3.81K ﹤0.01%
11
768
$3.75K ﹤0.01%
200
769
$3.57K ﹤0.01%
27
770
$3.53K ﹤0.01%
45
-1
771
$3.53K ﹤0.01%
478
772
$3.52K ﹤0.01%
50
773
$3.46K ﹤0.01%
75
774
$3.45K ﹤0.01%
154
-47
775
$3.45K ﹤0.01%
80
+18
29 30
31
32 33