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
251
$119K 0.01%
2,392
+820
252
$119K 0.01%
1,604
+50
253
$118K 0.01%
1,110
254
$117K 0.01%
1,454
+86
255
$116K 0.01%
800
256
$115K 0.01%
2,075
257
$115K 0.01%
536
258
$115K 0.01%
470
-98
259
$114K 0.01%
1,419
-500
260
$113K 0.01%
1,620
-1,085
261
$112K 0.01%
4,950
+25
262
$112K 0.01%
400
-130
263
$111K 0.01%
2,531
-318
264
$110K 0.01%
1,333
+41
265
$110K 0.01%
1,920
-244
266
$110K 0.01%
556
267
$110K 0.01%
1,556
-172
268
$109K 0.01%
2,612
+11
269
$109K 0.01%
3,000
270
$107K 0.01%
1,900
+57
271
$106K 0.01%
2,250
272
$105K 0.01%
1,804
273
$105K 0.01%
500
274
$104K 0.01%
816
275
$102K 0.01%
1,851
+1,292
9 10
11
12 13