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
501
$32K ﹤0.01%
150
502
$32K ﹤0.01%
107
503
$32K ﹤0.01%
1,500
504
$32K ﹤0.01%
240
+160
505
$31K ﹤0.01%
3,000
506
$31K ﹤0.01%
+351
507
$31K ﹤0.01%
150
508
$31K ﹤0.01%
665
509
$30K ﹤0.01%
1,008
-1,412
510
$30K ﹤0.01%
65
511
$30K ﹤0.01%
375
512
$30K ﹤0.01%
72
513
$30K ﹤0.01%
514
514
$29K ﹤0.01%
1,111
515
$29K ﹤0.01%
258
516
$29K ﹤0.01%
200
517
$29K ﹤0.01%
400
518
$28K ﹤0.01%
235
519
$28K ﹤0.01%
+1,243
520
$28K ﹤0.01%
420
521
$28K ﹤0.01%
500
522
$28K ﹤0.01%
89
523
$28K ﹤0.01%
1,348
524
$28K ﹤0.01%
150
525
$27K ﹤0.01%
200
19 20
21
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