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
526
$27K ﹤0.01%
5,000
527
$27K ﹤0.01%
232
-494
528
$27K ﹤0.01%
357
+259
529
$27K ﹤0.01%
44
530
$27K ﹤0.01%
400
-600
531
$27K ﹤0.01%
550
532
$27K ﹤0.01%
1,000
533
$26K ﹤0.01%
700
534
$26K ﹤0.01%
350
535
$26K ﹤0.01%
500
536
$26K ﹤0.01%
590
537
$26K ﹤0.01%
170
538
$26K ﹤0.01%
600
-500
539
$26K ﹤0.01%
150
540
$26K ﹤0.01%
996
541
$26K ﹤0.01%
+89
542
$25K ﹤0.01%
200
543
$25K ﹤0.01%
548
544
$25K ﹤0.01%
480
545
$25K ﹤0.01%
340
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546
$25K ﹤0.01%
100
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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