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
526
$27K ﹤0.01%
500
527
$27K ﹤0.01%
450
-628
528
$27K ﹤0.01%
425
529
$26K ﹤0.01%
700
530
$26K ﹤0.01%
59
+2
531
$26K ﹤0.01%
+441
532
$26K ﹤0.01%
172
+2
533
$26K ﹤0.01%
459
+285
534
$26K ﹤0.01%
+2,738
535
$26K ﹤0.01%
550
536
$25K ﹤0.01%
100
537
$25K ﹤0.01%
548
538
$24K ﹤0.01%
1,230
+822
539
$24K ﹤0.01%
80
540
$24K ﹤0.01%
594
+90
541
$24K ﹤0.01%
+161
542
$24K ﹤0.01%
900
543
$24K ﹤0.01%
+1,362
544
$24K ﹤0.01%
1,100
545
$24K ﹤0.01%
+720
546
$24K ﹤0.01%
1,000
547
$23K ﹤0.01%
380
548
$23K ﹤0.01%
590
549
$23K ﹤0.01%
1,500
550
$23K ﹤0.01%
5,000
20 21
22
23 24