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
601
$18K ﹤0.01%
300
-650
602
$18K ﹤0.01%
175
603
$18K ﹤0.01%
330
604
$18K ﹤0.01%
4,400
+4,200
605
$18K ﹤0.01%
106
606
$18K ﹤0.01%
507
607
$18K ﹤0.01%
1,250
608
$18K ﹤0.01%
800
609
$18K ﹤0.01%
700
610
$17K ﹤0.01%
160
611
$17K ﹤0.01%
32
-6
612
$17K ﹤0.01%
700
613
$17K ﹤0.01%
422
-1
614
$17K ﹤0.01%
200
615
$17K ﹤0.01%
26
+1
616
$17K ﹤0.01%
242
+75
617
$17K ﹤0.01%
200
618
$17K ﹤0.01%
2,000
619
$16K ﹤0.01%
150
620
$16K ﹤0.01%
591
621
$16K ﹤0.01%
300
622
$16K ﹤0.01%
+1,207
623
$16K ﹤0.01%
45
624
$16K ﹤0.01%
132
625
$16K ﹤0.01%
450
23 24
25
26 27