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
$1.16B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$1.55M
3
+$1.47M
4
ETN icon
Eaton
ETN
+$1.41M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.27M

Top Sells

1
+$4.48M
2
+$1.27M
3
+$1.22M
4
UPS icon
United Parcel Service
UPS
+$1.07M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$860K

Sector Composition

1 Technology 19.09%
2 Healthcare 15.35%
3 Industrials 12.65%
4 Communication Services 12.34%
5 Consumer Discretionary 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$81.6K 0.01%
1,199
+20
277
$80.4K 0.01%
699
278
$80.3K 0.01%
343
+1
279
$79.1K 0.01%
887
+24
280
$78.5K 0.01%
1,725
281
$76.7K 0.01%
400
282
$75.8K 0.01%
1,232
283
$74.7K 0.01%
694
284
$74.7K 0.01%
38
285
$74.4K 0.01%
2,000
286
$73K 0.01%
36
+33
287
$72.4K 0.01%
462
288
$72.3K 0.01%
550
289
$71.2K 0.01%
125
290
$69.7K 0.01%
1,276
291
$69.3K 0.01%
827
-104
292
$69.2K 0.01%
705
293
$69.1K 0.01%
980
294
$68.3K 0.01%
775
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295
$67.5K 0.01%
1,368
296
$67.3K 0.01%
1,030
297
$65.4K 0.01%
354
298
$63.2K 0.01%
800
299
$63K 0.01%
750
300
$62.4K 0.01%
524
10 11
12
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