WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$14.2M
2
+$9.82M
3
+$8.34M
4
AMZN icon
Amazon
AMZN
+$3.03M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.43M

Top Sells

1
+$22.6M
2
+$10.8M
3
+$8.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.01M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.92M

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%
500
577
$20K ﹤0.01%
+1,200
578
$20K ﹤0.01%
328
579
$20K ﹤0.01%
1,160
580
$20K ﹤0.01%
406
581
$20K ﹤0.01%
76
582
$20K ﹤0.01%
200
-19
583
$20K ﹤0.01%
+10
584
$20K ﹤0.01%
400
-850
585
$20K ﹤0.01%
220
-5
586
$20K ﹤0.01%
864
+624
587
$20K ﹤0.01%
300
588
$19K ﹤0.01%
180
589
$19K ﹤0.01%
303
-146
590
$19K ﹤0.01%
+750
591
$19K ﹤0.01%
267
-18
592
$19K ﹤0.01%
+2,400
593
$19K ﹤0.01%
85
594
$19K ﹤0.01%
1,836
595
$19K ﹤0.01%
900
596
$19K ﹤0.01%
1,300
597
$19K ﹤0.01%
1,000
598
$18K ﹤0.01%
175
599
$18K ﹤0.01%
330
600
$18K ﹤0.01%
4,400
+4,200
22 23
24
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