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
726
$6K ﹤0.01%
1,028
+18
727
$6K ﹤0.01%
372
728
$6K ﹤0.01%
334
+66
729
$6K ﹤0.01%
+421
730
$6K ﹤0.01%
150
731
$5K ﹤0.01%
+27
732
$5K ﹤0.01%
299
+57
733
$5K ﹤0.01%
23
-14
734
$5K ﹤0.01%
184
735
$5K ﹤0.01%
41
-12
736
$5K ﹤0.01%
250
737
$5K ﹤0.01%
59
+2
738
$5K ﹤0.01%
27
+3
739
$5K ﹤0.01%
400
740
$5K ﹤0.01%
23
741
$5K ﹤0.01%
215
+78
742
$5K ﹤0.01%
70
743
$5K ﹤0.01%
65
744
$5K ﹤0.01%
107
745
$5K ﹤0.01%
75
746
$5K ﹤0.01%
+100
747
$5K ﹤0.01%
15
+2
748
$5K ﹤0.01%
286
-414
749
$5K ﹤0.01%
135
750
$5K ﹤0.01%
266
-3
28 29
30
31 32