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
626
$16K ﹤0.01%
502
+20
627
$15K ﹤0.01%
500
628
$15K ﹤0.01%
100
-18
629
$15K ﹤0.01%
115
-21
630
$15K ﹤0.01%
200
631
$15K ﹤0.01%
150
632
$15K ﹤0.01%
128
+79
633
$15K ﹤0.01%
75
634
$15K ﹤0.01%
61
+8
635
$14K ﹤0.01%
107
+2
636
$14K ﹤0.01%
112
+48
637
$14K ﹤0.01%
500
638
$14K ﹤0.01%
2,100
639
$14K ﹤0.01%
208
640
$14K ﹤0.01%
268
641
$14K ﹤0.01%
281
+9
642
$14K ﹤0.01%
64
+1
643
$14K ﹤0.01%
+180
644
$14K ﹤0.01%
700
645
$13K ﹤0.01%
428
646
$13K ﹤0.01%
740
647
$13K ﹤0.01%
958
648
$13K ﹤0.01%
275
649
$13K ﹤0.01%
150
-21
650
$12K ﹤0.01%
56
+3
24 25
26
27 28