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
551
$24K ﹤0.01%
504
-4
552
$24K ﹤0.01%
38
-34,297
553
$24K ﹤0.01%
45
554
$24K ﹤0.01%
900
-1,410
555
$24K ﹤0.01%
412
556
$24K ﹤0.01%
+1,000
557
$24K ﹤0.01%
1,348
558
$23K ﹤0.01%
1,460
559
$23K ﹤0.01%
85
-2
560
$23K ﹤0.01%
+958
561
$23K ﹤0.01%
375
562
$23K ﹤0.01%
1,300
563
$23K ﹤0.01%
135
564
$23K ﹤0.01%
300
565
$23K ﹤0.01%
630
+50
566
$22K ﹤0.01%
423
567
$22K ﹤0.01%
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568
$22K ﹤0.01%
700
569
$22K ﹤0.01%
300
570
$22K ﹤0.01%
406
571
$22K ﹤0.01%
400
572
$22K ﹤0.01%
200
573
$21K ﹤0.01%
758
574
$21K ﹤0.01%
1,000
-934
575
$21K ﹤0.01%
330
21 22
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