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
576
$20K ﹤0.01%
220
-5
577
$20K ﹤0.01%
650
-108
578
$20K ﹤0.01%
500
579
$20K ﹤0.01%
+1,200
580
$20K ﹤0.01%
328
581
$20K ﹤0.01%
1,160
582
$20K ﹤0.01%
864
+624
583
$20K ﹤0.01%
300
584
$20K ﹤0.01%
406
585
$20K ﹤0.01%
76
586
$20K ﹤0.01%
200
-19
587
$20K ﹤0.01%
+10
588
$19K ﹤0.01%
303
-146
589
$19K ﹤0.01%
+750
590
$19K ﹤0.01%
180
591
$19K ﹤0.01%
1,000
592
$19K ﹤0.01%
267
-18
593
$19K ﹤0.01%
+2,400
594
$19K ﹤0.01%
85
595
$19K ﹤0.01%
1,836
596
$19K ﹤0.01%
900
597
$19K ﹤0.01%
1,300
598
$18K ﹤0.01%
1,011
+11
599
$18K ﹤0.01%
44
+1
600
$18K ﹤0.01%
3,597
22 23
24
25 26