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
$2.73B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.71M
3
+$2.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M

Top Sells

1
+$13M
2
+$4.82M
3
+$3.42M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.24M

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
151
$1.02M 0.04%
5,985
+174
152
$986K 0.04%
6,339
-252
153
$984K 0.04%
19,920
-195
154
$980K 0.04%
4,558
-150
155
$962K 0.04%
31,078
-976
156
$951K 0.03%
5,983
-1,440
157
$935K 0.03%
6,829
-93
158
$917K 0.03%
28,438
+17,021
159
$898K 0.03%
7,561
160
$833K 0.03%
9,313
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161
$832K 0.03%
1,887
+51
162
$812K 0.03%
5,225
163
$793K 0.03%
10,526
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164
$787K 0.03%
7,146
+100
165
$767K 0.03%
17,519
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166
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100
167
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168
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169
$724K 0.03%
4,889
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170
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1,421
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171
$714K 0.03%
7,127
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172
$701K 0.03%
2,418
-278
173
$679K 0.02%
7,002
+29
174
$679K 0.02%
5,933
+9
175
$676K 0.02%
1,808
-221
5 6
7
8 9