WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$11.1M
2
+$2.61M
3
+$2.23M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.22M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$13.8M
2
+$3.94M
3
+$3.4M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$3.37M
5
AAPL icon
Apple
AAPL
+$2.87M

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
876
– –
-539
877
– –
-128
878
– –
-72
879
– –
-100
880
– –
-160
881
– –
-168
882
– –
-317
883
– –
-4,816
884
– –
-2
885
– –
-360
886
– –
-1,626
887
– –
-2,100
888
– –
-1,098
889
– –
-150
890
– –
-350
891
– –
-300
892
– –
-70
893
– –
-65
894
– –
-305
895
– –
-150
896
– –
-585
897
– –
-113
898
– –
-115
899
– –
-7
900
– –
-510
33 34 35
36
37