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
201
$381K 0.02%
4,638
-2,159
202
$371K 0.01%
1,805
-283
203
$369K 0.01%
7,885
204
$356K 0.01%
1,500
205
$352K 0.01%
8,039
+3,515
206
$346K 0.01%
3,828
-92
207
$345K 0.01%
1,955
-9
208
$335K 0.01%
2,418
-300
209
$332K 0.01%
6,483
+58
210
$330K 0.01%
3,303
-507
211
$325K 0.01%
1,554
-9
212
$324K 0.01%
2,326
-2,267
213
$321K 0.01%
2,439
214
$315K 0.01%
11,417
215
$312K 0.01%
4,843
-47
216
$310K 0.01%
4,275
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217
$306K 0.01%
8,800
218
$304K 0.01%
2,318
-184
219
$301K 0.01%
4,410
-40
220
$299K 0.01%
5,402
221
$296K 0.01%
2,224
222
$292K 0.01%
7,900
+168
223
$287K 0.01%
4,000
224
$286K 0.01%
100,000
225
$281K 0.01%
783
-15
7 8
9
10 11