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
551
$23K ﹤0.01%
1,360
-100
552
$23K ﹤0.01%
232
553
$23K ﹤0.01%
600
554
$23K ﹤0.01%
225
555
$23K ﹤0.01%
+263
556
$23K ﹤0.01%
44
557
$23K ﹤0.01%
996
558
$23K ﹤0.01%
340
559
$23K ﹤0.01%
412
560
$23K ﹤0.01%
400
561
$23K ﹤0.01%
663
562
$22K ﹤0.01%
1,000
563
$22K ﹤0.01%
368
+11
564
$22K ﹤0.01%
407
565
$22K ﹤0.01%
+1,000
566
$22K ﹤0.01%
53
567
$21K ﹤0.01%
419
568
$21K ﹤0.01%
+400
569
$21K ﹤0.01%
200
570
$21K ﹤0.01%
135
571
$21K ﹤0.01%
55
572
$21K ﹤0.01%
72
+19
573
$21K ﹤0.01%
209
-3
574
$21K ﹤0.01%
300
575
$20K ﹤0.01%
400
-850
21 22
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24 25