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
$915M
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$790K
3
+$497K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$448K
5
LNT icon
Alliant Energy
LNT
+$256K

Top Sells

1
+$39.3M
2
+$16.7M
3
+$16.4M
4
VTV icon
Vanguard Value ETF
VTV
+$14.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.72M

Sector Composition

1 Healthcare 18.5%
2 Industrials 14.38%
3 Technology 14.07%
4 Consumer Discretionary 10.71%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$71.4K 0.01%
4,174
277
$70.8K 0.01%
1,775
278
$69.7K 0.01%
418
+1
279
$69.7K 0.01%
2,426
-21
280
$69.3K 0.01%
3,207
281
$68.2K 0.01%
2,371
-2,579
282
$67.6K 0.01%
535
-941
283
$66.6K 0.01%
198
-299
284
$66.5K 0.01%
1,046
285
$66.4K 0.01%
150
-50
286
$66.3K 0.01%
1,030
287
$66K 0.01%
248
288
$64.4K 0.01%
1,609
+365
289
$64.3K 0.01%
555
290
$64.3K 0.01%
1,276
291
$64.1K 0.01%
2,144
292
$63.4K 0.01%
694
293
$63.3K 0.01%
423
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294
$62.2K 0.01%
1,059
-861
295
$60.6K 0.01%
323
+1
296
$60K 0.01%
424
-1,070
297
$59.5K 0.01%
941
-1,748
298
$57.7K 0.01%
1,953
+237
299
$55.9K 0.01%
202
-399
300
$55.7K 0.01%
1,080
10 11
12
13 14