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%
11
852
$2K ﹤0.01%
305
853
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21
854
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33
-2
855
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19
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856
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47
+7
857
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22
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858
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+2
859
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9
860
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29
+4
861
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27
+9
862
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87
+12
863
$2K ﹤0.01%
103
-3
864
$1K ﹤0.01%
37
-1
865
$1K ﹤0.01%
15
-4
866
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15
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867
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22
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868
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22
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869
$1K ﹤0.01%
6
870
$1K ﹤0.01%
+20
871
$1K ﹤0.01%
18
-1
872
$1K ﹤0.01%
150
873
$1K ﹤0.01%
665
874
$1K ﹤0.01%
30
-15
875
$1K ﹤0.01%
4
33 34
35
36 37