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
126
$1.36M 0.05%
5,228
-552
127
$1.35M 0.05%
27,934
+17
128
$1.34M 0.05%
25,050
-4,380
129
$1.28M 0.05%
7,462
130
$1.28M 0.05%
28,111
-201,815
131
$1.26M 0.05%
16,148
-5,752
132
$1.24M 0.05%
5,825
-10
133
$1.23M 0.05%
7,710
134
$1.21M 0.05%
32,354
-217
135
$1.21M 0.05%
15,410
136
$1.16M 0.05%
15,915
-500
137
$1.16M 0.05%
4,163
138
$1.03M 0.04%
3,621
-29
139
$1.03M 0.04%
21,314
140
$999K 0.04%
11,464
-321
141
$946K 0.04%
12,117
+1,603
142
$919K 0.04%
8,227
+165
143
$918K 0.04%
20,100
+15
144
$907K 0.04%
6,734
145
$904K 0.04%
5,004
+46
146
$897K 0.04%
4,024
147
$878K 0.03%
4,696
-1,037
148
$845K 0.03%
2,951
149
$829K 0.03%
9,483
-335
150
$827K 0.03%
9,732
4 5
6
7 8