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
526
$27K ﹤0.01%
1,000
527
$27K ﹤0.01%
5,000
528
$27K ﹤0.01%
232
-494
529
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357
+259
530
$27K ﹤0.01%
400
-600
531
$27K ﹤0.01%
550
532
$27K ﹤0.01%
44
533
$26K ﹤0.01%
700
534
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350
535
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500
536
$26K ﹤0.01%
590
537
$26K ﹤0.01%
170
538
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600
-500
539
$26K ﹤0.01%
150
540
$26K ﹤0.01%
996
541
$26K ﹤0.01%
+89
542
$25K ﹤0.01%
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543
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544
$25K ﹤0.01%
548
545
$25K ﹤0.01%
480
546
$25K ﹤0.01%
340
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547
$24K ﹤0.01%
160
-9,259
548
$24K ﹤0.01%
43
+1
549
$24K ﹤0.01%
225
-22
550
$24K ﹤0.01%
132
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