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
476
$37K ﹤0.01%
1,175
477
$37K ﹤0.01%
591
+9
478
$37K ﹤0.01%
480
479
$37K ﹤0.01%
102
480
$37K ﹤0.01%
470
481
$36K ﹤0.01%
789
482
$36K ﹤0.01%
820
-150
483
$36K ﹤0.01%
419
+119
484
$36K ﹤0.01%
1,381
485
$35K ﹤0.01%
+103
486
$35K ﹤0.01%
400
487
$35K ﹤0.01%
385
488
$34K ﹤0.01%
1,200
-287
489
$34K ﹤0.01%
589
-46
490
$34K ﹤0.01%
373
-20
491
$34K ﹤0.01%
673
492
$34K ﹤0.01%
524
493
$34K ﹤0.01%
175
494
$34K ﹤0.01%
400
495
$33K ﹤0.01%
2,700
496
$33K ﹤0.01%
190
+10
497
$33K ﹤0.01%
243
498
$32K ﹤0.01%
860
499
$32K ﹤0.01%
480
-13
500
$32K ﹤0.01%
278
18 19
20
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