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
176
$547K 0.02%
1,702
177
$542K 0.02%
7,513
-188
178
$539K 0.02%
+33,320
179
$526K 0.02%
1,312
-1
180
$520K 0.02%
4,250
181
$518K 0.02%
2,745
-3,340
182
$516K 0.02%
3,989
-925
183
$504K 0.02%
2,225
184
$504K 0.02%
5,787
-3,797
185
$496K 0.02%
3,276
+66
186
$486K 0.02%
1,878
-10,186
187
$486K 0.02%
1,995
-213
188
$461K 0.02%
1,964
-30,760
189
$459K 0.02%
2,202
+13
190
$456K 0.02%
2,088
191
$448K 0.02%
2,712
192
$445K 0.02%
4,067
193
$441K 0.02%
5,762
-58
194
$439K 0.02%
3,698
-988
195
$439K 0.02%
1,500
-1,878
196
$438K 0.02%
9,248
-20,390
197
$434K 0.02%
9,178
+250
198
$432K 0.02%
5,635
-305
199
$431K 0.02%
2,502
-6,142
200
$421K 0.02%
1,629
-5,726
6 7
8
9 10