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
876
$1K ﹤0.01%
38
877
$1K ﹤0.01%
+29
878
$1K ﹤0.01%
35
+5
879
$1K ﹤0.01%
13
880
$1K ﹤0.01%
96
+53
881
$1K ﹤0.01%
12
-2
882
$1K ﹤0.01%
50
883
$1K ﹤0.01%
1,000
884
$1K ﹤0.01%
56
885
$1K ﹤0.01%
38
886
$1K ﹤0.01%
4
-2
887
$1K ﹤0.01%
59
+11
888
$1K ﹤0.01%
7
889
$1K ﹤0.01%
150
890
$1K ﹤0.01%
665
891
$1K ﹤0.01%
30
-15
892
$1K ﹤0.01%
52
+8
893
$1K ﹤0.01%
+5
894
$1K ﹤0.01%
43
-2
895
$1K ﹤0.01%
50
896
$1K ﹤0.01%
+7
897
$1K ﹤0.01%
270
898
$1K ﹤0.01%
13
+1
899
$1K ﹤0.01%
10
900
$1K ﹤0.01%
90
34 35
36
37 38