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%
300
677
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678
$9K ﹤0.01%
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679
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200
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680
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245
681
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682
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+260
683
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684
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40
685
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267
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686
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687
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283
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57
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689
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160
690
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167
691
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160
692
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442
693
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694
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100
695
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118
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696
$8K ﹤0.01%
+100
697
$8K ﹤0.01%
156
698
$8K ﹤0.01%
478
699
$8K ﹤0.01%
120
700
$8K ﹤0.01%
85
26 27
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29 30