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
426
$53K ﹤0.01%
2,960
-1,563
427
$53K ﹤0.01%
220
+4
428
$53K ﹤0.01%
463
-11
429
$52K ﹤0.01%
280
-20
430
$52K ﹤0.01%
333
431
$51K ﹤0.01%
900
432
$51K ﹤0.01%
386
433
$50K ﹤0.01%
990
434
$49K ﹤0.01%
1,000
435
$49K ﹤0.01%
360
436
$49K ﹤0.01%
825
437
$49K ﹤0.01%
429
438
$49K ﹤0.01%
1,763
439
$49K ﹤0.01%
198
440
$48K ﹤0.01%
371
441
$46K ﹤0.01%
207
442
$46K ﹤0.01%
1,047
443
$45K ﹤0.01%
702
-936
444
$44K ﹤0.01%
647
445
$44K ﹤0.01%
1,500
446
$44K ﹤0.01%
500
447
$44K ﹤0.01%
1,500
448
$44K ﹤0.01%
355
-200
449
$44K ﹤0.01%
1,450
450
$44K ﹤0.01%
966
-6,115
16 17
18
19 20