WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$14.2M
2
+$9.82M
3
+$8.34M
4
AMZN icon
Amazon
AMZN
+$3.03M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.43M

Top Sells

1
+$22.6M
2
+$10.8M
3
+$8.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.01M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.92M

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
826
$2K ﹤0.01%
28
+2
827
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87
+12
828
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103
-3
829
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+10
830
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3
831
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27
+1
832
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100
833
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28
834
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835
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836
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837
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3
838
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59
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839
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31
840
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48
-65
841
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51
+4
842
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35
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843
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844
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200
845
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197
846
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20
847
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22
+17
848
$2K ﹤0.01%
18
849
$2K ﹤0.01%
81
-4
850
$2K ﹤0.01%
5
32 33
34
35 36