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
126
$1.9M 0.07%
37,146
+999
127
$1.86M 0.07%
15,062
+762
128
$1.84M 0.07%
15,000
+18
129
$1.77M 0.07%
18,051
-225
130
$1.63M 0.06%
4,452
+178
131
$1.54M 0.06%
4,580
+357
132
$1.5M 0.06%
19,980
133
$1.47M 0.05%
16,412
-376
134
$1.43M 0.05%
15,606
-6,349
135
$1.42M 0.05%
32,054
-151
136
$1.41M 0.05%
8,843
-50
137
$1.38M 0.05%
16,148
138
$1.34M 0.05%
23,143
+14
139
$1.32M 0.05%
15,305
-1,003
140
$1.29M 0.05%
12,333
+537
141
$1.28M 0.05%
7,561
+6,423
142
$1.19M 0.04%
4,769
+128
143
$1.17M 0.04%
31,568
144
$1.14M 0.04%
6,996
+747
145
$1.12M 0.04%
23,553
+2,688
146
$1.1M 0.04%
10,594
147
$1.08M 0.04%
11,512
-224
148
$1.08M 0.04%
11,461
-403
149
$1.07M 0.04%
6,591
-845
150
$1.06M 0.04%
4,656
-238
4 5
6
7 8