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
326
$46.4K ﹤0.01%
1,017
+17
327
$46.3K ﹤0.01%
469
+3
328
$46.1K ﹤0.01%
200
329
$45.5K ﹤0.01%
255
+5
330
$45.1K ﹤0.01%
2,200
331
$45.1K ﹤0.01%
1,357
-177
332
$44.6K ﹤0.01%
245
333
$44.6K ﹤0.01%
248
+8
334
$44K ﹤0.01%
560
335
$44K ﹤0.01%
200
336
$44K ﹤0.01%
900
337
$43.8K ﹤0.01%
53
338
$43.5K ﹤0.01%
318
339
$43K ﹤0.01%
85
-5
340
$42.5K ﹤0.01%
321
341
$42.4K ﹤0.01%
776
342
$41.8K ﹤0.01%
91
-1
343
$41.7K ﹤0.01%
+152
344
$41.7K ﹤0.01%
150
345
$41.1K ﹤0.01%
50
346
$40.9K ﹤0.01%
70
-10
347
$40.8K ﹤0.01%
205
348
$40.8K ﹤0.01%
3,852
+41
349
$40.6K ﹤0.01%
934
350
$40.2K ﹤0.01%
160
+113
12 13
14
15 16