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
451
$43K ﹤0.01%
1,152
-31
452
$43K ﹤0.01%
2,885
453
$43K ﹤0.01%
207
454
$43K ﹤0.01%
600
455
$42K ﹤0.01%
2,260
-60
456
$41K ﹤0.01%
500
457
$41K ﹤0.01%
333
+14
458
$41K ﹤0.01%
+1,500
459
$41K ﹤0.01%
145
-5
460
$40K ﹤0.01%
600
461
$40K ﹤0.01%
1,666
462
$40K ﹤0.01%
450
-222
463
$40K ﹤0.01%
772
464
$40K ﹤0.01%
643
465
$39K ﹤0.01%
3,600
466
$39K ﹤0.01%
2,957
467
$39K ﹤0.01%
249
468
$39K ﹤0.01%
1,027
469
$38K ﹤0.01%
728
+233
470
$38K ﹤0.01%
360
+200
471
$38K ﹤0.01%
975
472
$38K ﹤0.01%
872
473
$38K ﹤0.01%
245
474
$38K ﹤0.01%
255
+6
475
$37K ﹤0.01%
459
+7
17 18
19
20 21