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
651
$12K ﹤0.01%
302
652
$12K ﹤0.01%
+182
653
$12K ﹤0.01%
+359
654
$12K ﹤0.01%
637
655
$12K ﹤0.01%
35
+1
656
$12K ﹤0.01%
125
657
$12K ﹤0.01%
+256
658
$11K ﹤0.01%
175
659
$11K ﹤0.01%
135
660
$11K ﹤0.01%
350
661
$11K ﹤0.01%
61
-13
662
$11K ﹤0.01%
72
663
$11K ﹤0.01%
800
664
$11K ﹤0.01%
150
665
$11K ﹤0.01%
235
-145
666
$11K ﹤0.01%
75
667
$11K ﹤0.01%
311
668
$11K ﹤0.01%
+1,600
669
$10K ﹤0.01%
+100
670
$10K ﹤0.01%
200
671
$10K ﹤0.01%
151
672
$10K ﹤0.01%
78
-18
673
$10K ﹤0.01%
+372
674
$10K ﹤0.01%
+564
675
$10K ﹤0.01%
25
-12
25 26
27
28 29