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
476
$40K ﹤0.01%
2,000
477
$39K ﹤0.01%
500
-337
478
$39K ﹤0.01%
+200
479
$39K ﹤0.01%
789
-27,332
480
$39K ﹤0.01%
449
+169
481
$39K ﹤0.01%
452
-27
482
$38K ﹤0.01%
872
483
$38K ﹤0.01%
900
484
$38K ﹤0.01%
150
-6,473
485
$38K ﹤0.01%
860
+200
486
$38K ﹤0.01%
57
-1
487
$37K ﹤0.01%
500
488
$37K ﹤0.01%
249
489
$36K ﹤0.01%
1,500
-500
490
$36K ﹤0.01%
1,175
491
$36K ﹤0.01%
393
-37
492
$36K ﹤0.01%
107
493
$36K ﹤0.01%
400
494
$36K ﹤0.01%
400
495
$35K ﹤0.01%
3,000
496
$35K ﹤0.01%
600
497
$35K ﹤0.01%
278
498
$34K ﹤0.01%
+1,500
499
$34K ﹤0.01%
102
-1
500
$34K ﹤0.01%
175
18 19
20
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