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
601
$18K ﹤0.01%
106
602
$18K ﹤0.01%
507
603
$18K ﹤0.01%
800
604
$18K ﹤0.01%
700
605
$18K ﹤0.01%
1,011
+11
606
$18K ﹤0.01%
44
+1
607
$18K ﹤0.01%
1,250
608
$18K ﹤0.01%
3,597
609
$18K ﹤0.01%
300
-650
610
$17K ﹤0.01%
160
611
$17K ﹤0.01%
700
612
$17K ﹤0.01%
422
-1
613
$17K ﹤0.01%
200
614
$17K ﹤0.01%
26
+1
615
$17K ﹤0.01%
242
+75
616
$17K ﹤0.01%
32
-6
617
$17K ﹤0.01%
200
618
$17K ﹤0.01%
2,000
619
$16K ﹤0.01%
150
620
$16K ﹤0.01%
300
621
$16K ﹤0.01%
+1,207
622
$16K ﹤0.01%
45
623
$16K ﹤0.01%
132
624
$16K ﹤0.01%
450
625
$16K ﹤0.01%
502
+20
23 24
25
26 27