WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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%
11
852
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853
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854
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33
-2
855
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856
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47
+7
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22
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9
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29
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27
+9
862
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87
+12
863
$2K ﹤0.01%
103
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864
$1K ﹤0.01%
7
-3
865
$1K ﹤0.01%
91
+17
866
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32
-3
867
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15
868
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38
869
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+16
870
$1K ﹤0.01%
45
+8
871
$1K ﹤0.01%
175
+10
872
$1K ﹤0.01%
12
873
$1K ﹤0.01%
11
+1
874
$1K ﹤0.01%
23
-2
875
$1K ﹤0.01%
20
-5
33 34
35
36 37