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
401
$45K ﹤0.01%
285
402
$45K ﹤0.01%
1,037
+171
403
$44K ﹤0.01%
1,616
-184
404
$44K ﹤0.01%
650
405
$44K ﹤0.01%
711
406
$44K ﹤0.01%
670
407
$44K ﹤0.01%
461
408
$43K ﹤0.01%
514
409
$43K ﹤0.01%
50
410
$42K ﹤0.01%
900
411
$42K ﹤0.01%
7,500
412
$42K ﹤0.01%
1,305
+267
413
$41K ﹤0.01%
1,780
-24
414
$40K ﹤0.01%
800
415
$40K ﹤0.01%
1,354
-23
416
$40K ﹤0.01%
184
417
$39K ﹤0.01%
1,012
418
$39K ﹤0.01%
4,554
419
$39K ﹤0.01%
359
420
$39K ﹤0.01%
709
-153
421
$38K ﹤0.01%
451
422
$38K ﹤0.01%
1,050
+270
423
$38K ﹤0.01%
1,129
424
$38K ﹤0.01%
2,703
+2,627
425
$38K ﹤0.01%
446
+3
15 16
17
18 19