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
$2.53B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.1M
3
+$8.04M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.46M

Top Sells

1
+$22.9M
2
+$11.6M
3
+$9.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.94M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.85M

Sector Composition

1 Technology 22.59%
2 Financials 13.62%
3 Healthcare 10.67%
4 Consumer Discretionary 8.17%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$205K 0.01%
1,550
252
$204K 0.01%
2,167
253
$204K 0.01%
415
254
$204K 0.01%
2,536
+196
255
$204K 0.01%
2,668
+603
256
$201K 0.01%
1,000
257
$200K 0.01%
1,095
-462
258
$198K 0.01%
3,051
259
$193K 0.01%
1,467
260
$191K 0.01%
1,455
-4
261
$188K 0.01%
1,429
262
$188K 0.01%
3,825
263
$187K 0.01%
3,257
+85
264
$185K 0.01%
1,703
-1,995
265
$184K 0.01%
2,369
266
$184K 0.01%
3,753
267
$183K 0.01%
3,523
-12
268
$183K 0.01%
4,435
-1
269
$180K 0.01%
4,355
-500
270
$178K 0.01%
6,400
271
$176K 0.01%
1,342
272
$176K 0.01%
1,884
273
$173K 0.01%
5,170
-2,414
274
$171K 0.01%
4,191
275
$168K 0.01%
2,329
-81
9 10
11
12 13