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
376
$70K ﹤0.01%
1,850
377
$70K ﹤0.01%
1,440
378
$68K ﹤0.01%
584
379
$67K ﹤0.01%
3,000
380
$66K ﹤0.01%
1,000
381
$66K ﹤0.01%
312
-15
382
$66K ﹤0.01%
4,565
383
$66K ﹤0.01%
1,244
-34,870
384
$66K ﹤0.01%
92
385
$66K ﹤0.01%
1,353
-866
386
$65K ﹤0.01%
1,000
387
$65K ﹤0.01%
293
388
$64K ﹤0.01%
4,116
389
$63K ﹤0.01%
2,800
390
$63K ﹤0.01%
425
391
$63K ﹤0.01%
2,629
392
$62K ﹤0.01%
288
+16
393
$62K ﹤0.01%
195
+10
394
$62K ﹤0.01%
1,176
-5
395
$62K ﹤0.01%
605
-35
396
$61K ﹤0.01%
700
397
$61K ﹤0.01%
1,685
398
$61K ﹤0.01%
866
399
$60K ﹤0.01%
2,440
400
$60K ﹤0.01%
125
14 15
16
17 18