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
301
$61.4K 0.01%
382
-9
302
$61.3K 0.01%
670
303
$61.1K 0.01%
2,100
304
$59.5K 0.01%
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305
$59.4K 0.01%
659
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$58.9K 0.01%
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307
$58.7K 0.01%
1,018
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308
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309
$56.1K ﹤0.01%
669
-100
310
$55.9K ﹤0.01%
436
311
$55K ﹤0.01%
780
312
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$54K ﹤0.01%
600
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$53K ﹤0.01%
679
315
$52.4K ﹤0.01%
517
316
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217
320
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217
321
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232
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315
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$47.2K ﹤0.01%
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$46.8K ﹤0.01%
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325
$46.5K ﹤0.01%
442
11 12
13
14 15