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
101
$5.46M 0.2%
23,882
+863
102
$5.16M 0.19%
287,732
+96,269
103
$5.09M 0.19%
43,761
+2,063
104
$4.63M 0.17%
43,116
-8,253
105
$4.57M 0.17%
34,603
+108
106
$4.33M 0.16%
28,457
-555
107
$4.02M 0.15%
95,435
+26
108
$3.96M 0.15%
151,756
-37,172
109
$3.95M 0.15%
16,485
+650
110
$3.57M 0.13%
61,652
111
$3.57M 0.13%
24,141
-911
112
$3.47M 0.13%
8,452
-23
113
$3.36M 0.12%
71,236
-938
114
$3.17M 0.12%
5
115
$3.09M 0.11%
5,518
-128
116
$3.02M 0.11%
10,069
-1,009
117
$2.75M 0.1%
11,173
-783
118
$2.63M 0.1%
26,412
-7,039
119
$2.55M 0.09%
16,555
-2,318
120
$2.5M 0.09%
13,098
+397
121
$2.23M 0.08%
54,542
122
$2.22M 0.08%
17,665
-307
123
$2.19M 0.08%
13,882
-111
124
$2.15M 0.08%
20,640
+842
125
$2.01M 0.07%
32,865
-605
3 4
5
6 7