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
301
$137K 0.01%
1,510
+2
302
$129K 0.01%
2,982
+670
303
$128K 0.01%
683
304
$125K ﹤0.01%
505
-10
305
$125K ﹤0.01%
+1,500
306
$124K ﹤0.01%
+300
307
$123K ﹤0.01%
+3,500
308
$120K ﹤0.01%
1,054
-17
309
$119K ﹤0.01%
10,599
310
$118K ﹤0.01%
1,000
311
$118K ﹤0.01%
2,209
-65
312
$116K ﹤0.01%
350
-285
313
$115K ﹤0.01%
750
314
$113K ﹤0.01%
+1,032
315
$113K ﹤0.01%
3,828
-24
316
$113K ﹤0.01%
2,980
317
$112K ﹤0.01%
344
+2
318
$111K ﹤0.01%
800
319
$109K ﹤0.01%
1,200
320
$109K ﹤0.01%
435
-9
321
$109K ﹤0.01%
2,645
322
$108K ﹤0.01%
1,322
323
$108K ﹤0.01%
2,350
-631
324
$106K ﹤0.01%
409
+401
325
$106K ﹤0.01%
2,830
+940
11 12
13
14 15