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
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%
1,100
518
$28K ﹤0.01%
300
519
$28K ﹤0.01%
663
520
$28K ﹤0.01%
500
521
$28K ﹤0.01%
+65
522
$28K ﹤0.01%
55
-1
523
$28K ﹤0.01%
500
524
$27K ﹤0.01%
1,111
-19,826
525
$27K ﹤0.01%
495
19 20
21
22 23