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
276
$167K 0.01%
+2,018
277
$167K 0.01%
1,032
+12
278
$166K 0.01%
1,587
-2,480
279
$165K 0.01%
1,221
+1
280
$165K 0.01%
1,107
+993
281
$164K 0.01%
1,175
282
$160K 0.01%
2,604
283
$158K 0.01%
5,725
284
$157K 0.01%
3,337
-1,930
285
$156K 0.01%
734
286
$155K 0.01%
809
-67
287
$155K 0.01%
2,411
288
$154K 0.01%
2,543
289
$154K 0.01%
1,273
290
$151K 0.01%
3,000
291
$151K 0.01%
740
-95
292
$150K 0.01%
2,930
293
$146K 0.01%
+600
294
$143K 0.01%
1,918
295
$142K 0.01%
500
296
$141K 0.01%
2,000
297
$140K 0.01%
984
-10
298
$138K 0.01%
1,771
-14
299
$138K 0.01%
5,315
300
$137K 0.01%
3,093
10 11
12
13 14