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
351
$86K ﹤0.01%
544
-5
352
$86K ﹤0.01%
1,080
+296
353
$85K ﹤0.01%
+400
354
$84K ﹤0.01%
1,534
-3,098
355
$84K ﹤0.01%
5,448
+1,958
356
$84K ﹤0.01%
322
+303
357
$84K ﹤0.01%
1,923
358
$82K ﹤0.01%
3,878
359
$81K ﹤0.01%
440
-60
360
$80K ﹤0.01%
1,366
+350
361
$80K ﹤0.01%
1,167
362
$79K ﹤0.01%
2,000
363
$79K ﹤0.01%
3,105
364
$79K ﹤0.01%
1,226
365
$78K ﹤0.01%
351
-1
366
$78K ﹤0.01%
2,150
+150
367
$77K ﹤0.01%
955
368
$76K ﹤0.01%
755
369
$74K ﹤0.01%
1,612
-266
370
$74K ﹤0.01%
+1,000
371
$74K ﹤0.01%
1,450
372
$74K ﹤0.01%
203
373
$72K ﹤0.01%
700
-400
374
$71K ﹤0.01%
500
-7
375
$70K ﹤0.01%
2,200
13 14
15
16 17