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
676
$10K ﹤0.01%
88
677
$10K ﹤0.01%
+100
678
$9K ﹤0.01%
245
679
$9K ﹤0.01%
97
680
$9K ﹤0.01%
+260
681
$9K ﹤0.01%
150
682
$9K ﹤0.01%
40
683
$9K ﹤0.01%
267
+4
684
$9K ﹤0.01%
76
685
$9K ﹤0.01%
283
-237
686
$9K ﹤0.01%
116
687
$9K ﹤0.01%
200
-17
688
$9K ﹤0.01%
57
+1
689
$9K ﹤0.01%
160
690
$8K ﹤0.01%
160
691
$8K ﹤0.01%
442
692
$8K ﹤0.01%
+41
693
$8K ﹤0.01%
100
694
$8K ﹤0.01%
118
-31
695
$8K ﹤0.01%
156
696
$8K ﹤0.01%
478
697
$8K ﹤0.01%
120
698
$8K ﹤0.01%
167
699
$8K ﹤0.01%
85
700
$8K ﹤0.01%
1,000
26 27
28
29 30