WTA

Washington Trust Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.87M
3
+$1.67M
4
BLK icon
Blackrock
BLK
+$522K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$473K

Top Sells

1
+$2.84M
2
+$2.45M
3
+$2.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.2M
5
CP icon
Canadian Pacific Kansas City
CP
+$860K

Sector Composition

1 Healthcare 15.26%
2 Technology 13.77%
3 Industrials 11.22%
4 Consumer Discretionary 9%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$146K 0.01%
14,900
227
$145K 0.01%
2,949
-30
228
$143K 0.01%
1,180
-215
229
$143K 0.01%
1,904
230
$142K 0.01%
1,232
231
$142K 0.01%
8,505
232
$141K 0.01%
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-4
233
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508
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234
$141K 0.01%
678
+30
235
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236
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497
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237
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238
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239
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240
$135K 0.01%
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241
$135K 0.01%
3,242
242
$131K 0.01%
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243
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856
244
$128K 0.01%
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-127
245
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246
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299
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247
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773
248
$123K 0.01%
4,304
-127
249
$122K 0.01%
938
250
$120K 0.01%
15,500
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10
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