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
901
$1K ﹤0.01%
+29
902
$1K ﹤0.01%
27
903
$1K ﹤0.01%
+53
904
$1K ﹤0.01%
7
-3
905
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91
+17
906
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21
-2
907
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15
908
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38
909
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+29
910
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+6
911
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16
912
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913
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30
-1
914
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35
+5
915
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13
916
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96
+53
917
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10
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+10
919
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-4
920
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15
921
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31
+3
922
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27
923
$1K ﹤0.01%
12
-2
924
$1K ﹤0.01%
50
925
$1K ﹤0.01%
1,000
35 36
37
38 39