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
501
$34K ﹤0.01%
243
+50
502
$34K ﹤0.01%
1,381
503
$33K ﹤0.01%
983
-15,633
504
$33K ﹤0.01%
1,500
505
$33K ﹤0.01%
245
506
$33K ﹤0.01%
72
507
$32K ﹤0.01%
180
508
$31K ﹤0.01%
258
509
$31K ﹤0.01%
425
510
$31K ﹤0.01%
514
-236
511
$31K ﹤0.01%
665
512
$30K ﹤0.01%
420
513
$30K ﹤0.01%
407
+300
514
$29K ﹤0.01%
235
515
$29K ﹤0.01%
150
516
$29K ﹤0.01%
150
517
$28K ﹤0.01%
500
518
$28K ﹤0.01%
+65
519
$28K ﹤0.01%
500
520
$28K ﹤0.01%
55
-1
521
$28K ﹤0.01%
1,100
522
$28K ﹤0.01%
300
523
$28K ﹤0.01%
663
524
$27K ﹤0.01%
1,111
-19,826
525
$27K ﹤0.01%
495
19 20
21
22 23