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
851
$2K ﹤0.01%
72
-2
852
$2K ﹤0.01%
+15
853
$2K ﹤0.01%
34
-2
854
$2K ﹤0.01%
15
+1
855
$2K ﹤0.01%
37
-1
856
$2K ﹤0.01%
35
-12
857
$2K ﹤0.01%
27
-1
858
$2K ﹤0.01%
11
859
$2K ﹤0.01%
31
860
$2K ﹤0.01%
9
861
$2K ﹤0.01%
29
+4
862
$2K ﹤0.01%
27
+9
863
$2K ﹤0.01%
42
864
$1K ﹤0.01%
+16
865
$1K ﹤0.01%
45
+8
866
$1K ﹤0.01%
175
+10
867
$1K ﹤0.01%
12
868
$1K ﹤0.01%
11
+1
869
$1K ﹤0.01%
23
-2
870
$1K ﹤0.01%
20
-5
871
$1K ﹤0.01%
+31
872
$1K ﹤0.01%
15
-4
873
$1K ﹤0.01%
15
-4
874
$1K ﹤0.01%
21
-2
875
$1K ﹤0.01%
15
33 34
35
36 37