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
401
$60K ﹤0.01%
+1,500
402
$60K ﹤0.01%
780
-55
403
$60K ﹤0.01%
1,697
+30
404
$60K ﹤0.01%
1,670
-150
405
$59K ﹤0.01%
2,170
406
$59K ﹤0.01%
437
-9
407
$59K ﹤0.01%
495
-3
408
$59K ﹤0.01%
1,199
409
$59K ﹤0.01%
1,100
410
$59K ﹤0.01%
390
+325
411
$59K ﹤0.01%
4,000
412
$58K ﹤0.01%
451
-482
413
$58K ﹤0.01%
187
-10
414
$57K ﹤0.01%
1,561
+61
415
$57K ﹤0.01%
800
416
$57K ﹤0.01%
353
-18
417
$57K ﹤0.01%
582
+6
418
$57K ﹤0.01%
680
419
$57K ﹤0.01%
1,743
420
$56K ﹤0.01%
300
+150
421
$56K ﹤0.01%
800
422
$56K ﹤0.01%
401
423
$55K ﹤0.01%
300
424
$55K ﹤0.01%
623
425
$53K ﹤0.01%
200
15 16
17
18 19