WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$7.94M
2
+$2.03M
3
+$1.97M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.76M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.64M

Top Sells

1
+$63.5M
2
+$50.3M
3
+$40.5M
4
AMZN icon
Amazon
AMZN
+$40.3M
5
IQV icon
IQVIA
IQV
+$40.3M

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
251
$223K 0.01%
4,370
-805
252
$218K 0.01%
5,984
253
$217K 0.01%
1,342
+255
254
$216K 0.01%
1,669
-1,125
255
$216K 0.01%
601
-15,356
256
$216K 0.01%
1,550
257
$214K 0.01%
933
-94
258
$213K 0.01%
3,825
259
$213K 0.01%
4,436
-10
260
$207K 0.01%
1,429
-491
261
$201K 0.01%
3,535
-3
262
$200K 0.01%
4,607
-3,033
263
$199K 0.01%
18,150
264
$197K 0.01%
1,220
+180
265
$196K 0.01%
3,000
266
$195K 0.01%
1,175
267
$192K 0.01%
2,369
-1,300
268
$192K 0.01%
415
-201
269
$190K 0.01%
6,400
270
$188K 0.01%
500
271
$187K 0.01%
1,884
272
$184K 0.01%
835
-33,148
273
$176K 0.01%
876
-5,201
274
$175K 0.01%
994
275
$174K 0.01%
2,604
+354
9 10
11
12 13