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
851
$2K ﹤0.01%
+15
852
$2K ﹤0.01%
34
-2
853
$2K ﹤0.01%
40
854
$2K ﹤0.01%
15
+1
855
$2K ﹤0.01%
10
856
$2K ﹤0.01%
27
+9
857
$2K ﹤0.01%
87
+12
858
$2K ﹤0.01%
103
-3
859
$2K ﹤0.01%
3
860
$2K ﹤0.01%
59
+1
861
$2K ﹤0.01%
31
862
$2K ﹤0.01%
48
-65
863
$2K ﹤0.01%
81
-4
864
$1K ﹤0.01%
38
865
$1K ﹤0.01%
59
+11
866
$1K ﹤0.01%
7
867
$1K ﹤0.01%
150
868
$1K ﹤0.01%
665
869
$1K ﹤0.01%
30
-15
870
$1K ﹤0.01%
52
+8
871
$1K ﹤0.01%
+5
872
$1K ﹤0.01%
43
-2
873
$1K ﹤0.01%
50
874
$1K ﹤0.01%
13
+1
875
$1K ﹤0.01%
+31
33 34
35
36 37