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
951
– –
0
952
– –
-3
953
– –
-700
954
– –
-480
955
– –
-452
956
– –
-17
957
– –
0
958
$0 ﹤0.01%
1
959
$0 ﹤0.01%
5
960
– –
-3
961
– –
-50
962
$0 ﹤0.01%
785
963
– –
-17
964
– –
-61
965
– –
-565
966
– –
-4,607
967
– –
-45
968
– –
-700
969
– –
-983
970
$0 ﹤0.01%
40
971
– –
-500
972
– –
-160
973
– –
-25
974
– –
-38
975
– –
-350
37 38
39
40 41