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
326
$106K ﹤0.01%
896
+250
327
$105K ﹤0.01%
3,385
328
$105K ﹤0.01%
1,090
329
$104K ﹤0.01%
1,232
330
$103K ﹤0.01%
3,394
+6
331
$103K ﹤0.01%
2,000
332
$102K ﹤0.01%
1,014
-31
333
$98K ﹤0.01%
3,000
334
$98K ﹤0.01%
565
335
$97K ﹤0.01%
760
336
$96K ﹤0.01%
8,761
+223
337
$95K ﹤0.01%
800
338
$93K ﹤0.01%
1,211
339
$93K ﹤0.01%
1,299
-75
340
$93K ﹤0.01%
5,028
+2,388
341
$93K ﹤0.01%
407
+2
342
$92K ﹤0.01%
1,943
-496
343
$92K ﹤0.01%
1,581
-96
344
$91K ﹤0.01%
1,270
345
$90K ﹤0.01%
1,553
346
$90K ﹤0.01%
377
347
$89K ﹤0.01%
1,406
-44
348
$89K ﹤0.01%
2,000
349
$88K ﹤0.01%
1,569
-1
350
$86K ﹤0.01%
1,219
-200
12 13
14
15 16