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
876
$1K ﹤0.01%
50
877
$1K ﹤0.01%
90
878
$1K ﹤0.01%
+16
879
$1K ﹤0.01%
45
+8
880
$1K ﹤0.01%
175
+10
881
$1K ﹤0.01%
12
882
$1K ﹤0.01%
11
+1
883
$1K ﹤0.01%
23
-2
884
$1K ﹤0.01%
20
-5
885
$1K ﹤0.01%
38
886
$1K ﹤0.01%
52
+8
887
$1K ﹤0.01%
+5
888
$1K ﹤0.01%
43
-2
889
$1K ﹤0.01%
50
890
$1K ﹤0.01%
6
-17
891
$1K ﹤0.01%
9
892
$1K ﹤0.01%
270
893
$1K ﹤0.01%
13
+1
894
$1K ﹤0.01%
+31
895
$1K ﹤0.01%
10
896
$1K ﹤0.01%
4
-2
897
$1K ﹤0.01%
59
+11
898
$1K ﹤0.01%
7
899
$1K ﹤0.01%
31
+4
900
$1K ﹤0.01%
42
+2
34 35
36
37 38