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
201
$488K 0.02%
4,004
-50
202
$486K 0.02%
7,712
-78
203
$475K 0.02%
4,465
+10
204
$467K 0.02%
3,079
205
$448K 0.02%
5,018
-350
206
$443K 0.02%
5,788
-373
207
$429K 0.02%
2,475
+50
208
$426K 0.02%
4,963
209
$420K 0.02%
9,218
+91
210
$417K 0.02%
1,750
-50
211
$414K 0.02%
1,288
212
$413K 0.02%
1,490
+20
213
$412K 0.02%
2,114
214
$398K 0.01%
4,946
-8
215
$397K 0.01%
17,980
216
$395K 0.01%
1,195
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217
$395K 0.01%
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218
$391K 0.01%
6,989
219
$388K 0.01%
10,260
220
$385K 0.01%
+6,410
221
$383K 0.01%
3,811
+1
222
$376K 0.01%
1,585
-95
223
$375K 0.01%
801
+67
224
$374K 0.01%
2,702
225
$371K 0.01%
4,785
7 8
9
10 11