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
776
$3K ﹤0.01%
34
+9
777
$3K ﹤0.01%
34
-57
778
$3K ﹤0.01%
45
-37
779
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98
780
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137
781
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28
+1
782
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71
783
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100
784
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30
785
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+26
786
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100
787
$3K ﹤0.01%
25
+1
788
$3K ﹤0.01%
2
789
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61
790
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75
791
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20
+5
792
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70
793
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125
-10
794
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191
795
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+50
796
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105
+1
797
$3K ﹤0.01%
100
798
$3K ﹤0.01%
83
799
$3K ﹤0.01%
+14
800
$3K ﹤0.01%
51
30 31
32
33 34