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
626
$15K ﹤0.01%
740
-100
627
$15K ﹤0.01%
500
628
$15K ﹤0.01%
591
629
$15K ﹤0.01%
150
630
$15K ﹤0.01%
1,000
631
$15K ﹤0.01%
+200
632
$15K ﹤0.01%
800
633
$15K ﹤0.01%
268
634
$15K ﹤0.01%
37
-6
635
$14K ﹤0.01%
428
636
$14K ﹤0.01%
+208
637
$14K ﹤0.01%
34
-2,535
638
$14K ﹤0.01%
275
639
$14K ﹤0.01%
40
640
$14K ﹤0.01%
272
+32
641
$14K ﹤0.01%
+150
642
$14K ﹤0.01%
+300
643
$14K ﹤0.01%
311
644
$14K ﹤0.01%
53
+4
645
$14K ﹤0.01%
76
646
$13K ﹤0.01%
53
-9
647
$13K ﹤0.01%
65
+15
648
$13K ﹤0.01%
167
649
$13K ﹤0.01%
114
-80,652
650
$12K ﹤0.01%
442
24 25
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