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
376
$30.6K ﹤0.01%
915
+4
377
$30.6K ﹤0.01%
944
+23
378
$30.4K ﹤0.01%
93
379
$30.3K ﹤0.01%
153
+33
380
$30.2K ﹤0.01%
127
+27
381
$30.1K ﹤0.01%
87
382
$29.8K ﹤0.01%
101
383
$29.8K ﹤0.01%
427
384
$29.7K ﹤0.01%
330
385
$29.5K ﹤0.01%
60
-1
386
$28.2K ﹤0.01%
183
387
$28.1K ﹤0.01%
627
+149
388
$27.7K ﹤0.01%
440
-300
389
$27K ﹤0.01%
100
-6
390
$26.6K ﹤0.01%
1,000
391
$26.6K ﹤0.01%
170
-27
392
$26K ﹤0.01%
134
-17
393
$25.5K ﹤0.01%
400
394
$25.5K ﹤0.01%
414
395
$25.1K ﹤0.01%
387
+149
396
$23.3K ﹤0.01%
2,077
397
$23K ﹤0.01%
635
+64
398
$22.9K ﹤0.01%
100
-32
399
$22.6K ﹤0.01%
965
400
$22K ﹤0.01%
179
14 15
16
17 18