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
651
$12K ﹤0.01%
302
652
$12K ﹤0.01%
+182
653
$12K ﹤0.01%
637
654
$12K ﹤0.01%
35
+1
655
$12K ﹤0.01%
125
656
$12K ﹤0.01%
+359
657
$12K ﹤0.01%
+256
658
$11K ﹤0.01%
135
659
$11K ﹤0.01%
311
660
$11K ﹤0.01%
175
661
$11K ﹤0.01%
350
662
$11K ﹤0.01%
61
-13
663
$11K ﹤0.01%
72
664
$11K ﹤0.01%
800
665
$11K ﹤0.01%
150
666
$11K ﹤0.01%
235
-145
667
$11K ﹤0.01%
75
668
$11K ﹤0.01%
+1,600
669
$10K ﹤0.01%
151
670
$10K ﹤0.01%
78
-18
671
$10K ﹤0.01%
+372
672
$10K ﹤0.01%
+564
673
$10K ﹤0.01%
25
-12
674
$10K ﹤0.01%
88
675
$10K ﹤0.01%
+100
25 26
27
28 29