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
$1.07B
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.87M
3
+$1.67M
4
BLK icon
Blackrock
BLK
+$522K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$473K

Top Sells

1
+$2.84M
2
+$2.45M
3
+$2.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.2M
5
CP icon
Canadian Pacific Kansas City
CP
+$860K

Sector Composition

1 Healthcare 15.26%
2 Technology 13.77%
3 Industrials 11.22%
4 Consumer Discretionary 9%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$63K 0.01%
1,168
+56
352
$62K 0.01%
366
+110
353
$62K 0.01%
+419
354
$61K 0.01%
392
355
$61K 0.01%
750
+138
356
$61K 0.01%
3,207
357
$61K 0.01%
607
-30
358
$61K 0.01%
1,244
359
$61K 0.01%
116
+3
360
$60K 0.01%
1,046
361
$60K 0.01%
260
362
$60K 0.01%
383
+4
363
$59K 0.01%
710
-334
364
$59K 0.01%
1,030
365
$58K 0.01%
417
+1
366
$58K 0.01%
3,715
367
$58K 0.01%
2,044
+8
368
$57K 0.01%
977
-365
369
$57K 0.01%
694
370
$56K 0.01%
208
+77
371
$56K 0.01%
1,276
372
$55K 0.01%
601
-174
373
$55K 0.01%
2,248
-378
374
$54K 0.01%
2,012
+124
375
$53K 0.01%
664
-154
13 14
15
16 17