WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1 +$8.45M
2 +$1.03M
3 +$837K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$551K
5
ETN icon
Eaton
ETN
+$537K

Top Sells

1 +$9.1M
2 +$2.32M
3 +$2.19M
4
AAPL icon
Apple
AAPL
+$1.75M
5
TMO icon
Thermo Fisher Scientific
TMO
+$932K

Sector Composition

1 Technology 19.03%
2 Healthcare 13.5%
3 Communication Services 11.6%
4 Industrials 11.31%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$138K 0.01%
879
-20
227
$134K 0.01%
550
228
$133K 0.01%
420
229
$133K 0.01%
964
+9
230
$133K 0.01%
2,676
231
$132K 0.01%
1,843
+24
232
$131K 0.01%
2,109
-335
233
$127K 0.01%
1,352
234
$123K 0.01%
4,770
+690
235
$122K 0.01%
1,300
236
$120K 0.01%
1,257
+22
237
$120K 0.01%
312
-11
238
$119K 0.01%
835
239
$118K 0.01%
500
240
$118K 0.01%
350
241
$116K 0.01%
2,544
242
$116K 0.01%
680
243
$114K 0.01%
540
244
$114K 0.01%
4,000
245
$114K 0.01%
336
246
$112K 0.01%
2,000
247
$112K 0.01%
5,000
248
$108K 0.01%
343
-38
249
$105K 0.01%
12,059
250
$102K 0.01%
293