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
$2.67B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$2.07M
3
+$1.98M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.85M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.67M

Top Sells

1
+$71.4M
2
+$50.4M
3
+$43.8M
4
PWR icon
Quanta Services
PWR
+$40.5M
5
AMZN icon
Amazon
AMZN
+$39.3M

Sector Composition

1 Technology 22.15%
2 Financials 14.03%
3 Healthcare 10.41%
4 Consumer Discretionary 8.68%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.01%
3,051
227
$276K 0.01%
5,491
-2
228
$276K 0.01%
4,000
229
$275K 0.01%
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-1
230
$269K 0.01%
7,732
-161
231
$265K 0.01%
3,920
+30
232
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7,584
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233
$259K 0.01%
2,227
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234
$258K 0.01%
2,662
-38
235
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-1,901
236
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5,267
237
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4,632
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238
$253K 0.01%
2,191
-253
239
$251K 0.01%
1,492
240
$248K 0.01%
2,832
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241
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1,557
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242
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635
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243
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4,855
-2,680
244
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1,459
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245
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1,573
-177
246
$231K 0.01%
5,943
-4,966
247
$230K 0.01%
615
248
$225K 0.01%
1,235
-1,800
249
$223K 0.01%
1,000
250
$223K 0.01%
2,183
+23
8 9
10
11 12