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
351
$39.7K ﹤0.01%
609
352
$38.7K ﹤0.01%
50
353
$38.5K ﹤0.01%
212
-16
354
$37.8K ﹤0.01%
246
+41
355
$37.8K ﹤0.01%
600
+567
356
$37.3K ﹤0.01%
191
357
$36.9K ﹤0.01%
500
358
$36.5K ﹤0.01%
683
+83
359
$36.4K ﹤0.01%
310
360
$36.4K ﹤0.01%
526
361
$36K ﹤0.01%
464
+41
362
$35.7K ﹤0.01%
155
-200
363
$34.8K ﹤0.01%
311
-1
364
$34.4K ﹤0.01%
426
-85
365
$34.2K ﹤0.01%
+1,423
366
$33.9K ﹤0.01%
168
367
$33.6K ﹤0.01%
571
368
$33.1K ﹤0.01%
458
369
$32.9K ﹤0.01%
795
370
$32.2K ﹤0.01%
125
371
$31.5K ﹤0.01%
670
+140
372
$31.5K ﹤0.01%
381
-144
373
$31.4K ﹤0.01%
880
374
$31.3K ﹤0.01%
400
375
$30.8K ﹤0.01%
290
13 14
15
16 17