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
$1.13B
AUM Growth
-$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.78M
3
+$3.74M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.31M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.45M

Top Sells

1
+$38.1M
2
+$3.98M
3
+$3.24M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.72M
5
PG icon
Procter & Gamble
PG
+$1.71M

Sector Composition

1 Healthcare 15.2%
2 Technology 13.56%
3 Industrials 11.27%
4 Communication Services 8.95%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$49K ﹤0.01%
1,049
+39
402
$49K ﹤0.01%
+800
403
$49K ﹤0.01%
456
+2
404
$48K ﹤0.01%
1,686
-591
405
$48K ﹤0.01%
514
406
$48K ﹤0.01%
490
+30
407
$48K ﹤0.01%
1,561
408
$47K ﹤0.01%
765
409
$47K ﹤0.01%
7,500
410
$47K ﹤0.01%
637
+21
411
$47K ﹤0.01%
461
-54
412
$46K ﹤0.01%
711
-2
413
$46K ﹤0.01%
676
+5
414
$46K ﹤0.01%
650
415
$45K ﹤0.01%
1,804
416
$45K ﹤0.01%
1,112
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417
$45K ﹤0.01%
1,059
-250
418
$45K ﹤0.01%
415
+50
419
$44K ﹤0.01%
898
-658
420
$44K ﹤0.01%
1,012
421
$44K ﹤0.01%
527
422
$44K ﹤0.01%
489
423
$44K ﹤0.01%
1,129
424
$44K ﹤0.01%
717
-39
425
$43K ﹤0.01%
900
15 16
17
18 19