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
-$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.21M
3
+$4.14M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.6M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.57M

Top Sells

1
+$38.1M
2
+$4.2M
3
+$3.27M
4
AAPL icon
Apple
AAPL
+$1.89M
5
PG icon
Procter & Gamble
PG
+$1.79M

Sector Composition

1 Healthcare 15.2%
2 Technology 13.56%
3 Industrials 11.27%
4 Communication Services 8.95%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$95K 0.01%
281
+40
302
$95K 0.01%
3,300
303
$94K 0.01%
794
+11
304
$94K 0.01%
1,342
+21
305
$93K 0.01%
818
-475
306
$93K 0.01%
2,230
307
$93K 0.01%
5,290
308
$93K 0.01%
8,936
309
$93K 0.01%
952
-13
310
$91K 0.01%
423
+26
311
$91K 0.01%
1,300
312
$89K 0.01%
2,626
-195
313
$88K 0.01%
1,572
+86
314
$88K 0.01%
1,670
315
$87K 0.01%
515
316
$87K 0.01%
755
-5,521
317
$87K 0.01%
2,769
-44
318
$86K 0.01%
1,914
319
$86K 0.01%
609
-25
320
$84K 0.01%
1,329
+57
321
$83K 0.01%
679
322
$83K 0.01%
200
323
$81K 0.01%
775
+181
324
$81K 0.01%
644
-391
325
$81K 0.01%
1,138
+6
11 12
13
14 15