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%
+20
902
$1K ﹤0.01%
18
-1
903
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31
+4
904
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42
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905
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+29
906
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27
907
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+53
908
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-3
909
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91
+17
910
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-2
911
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15
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31
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913
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914
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12
-2
915
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50
916
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1,000
917
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4
919
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50
920
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-17
921
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9
922
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270
923
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4
-2
924
$1K ﹤0.01%
45
+8
925
$1K ﹤0.01%
175
+10
35 36
37
38 39