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
401
$21.8K ﹤0.01%
99
402
$21.8K ﹤0.01%
41
403
$21.4K ﹤0.01%
108
404
$21.2K ﹤0.01%
171
+7
405
$20.8K ﹤0.01%
286
406
$20.5K ﹤0.01%
3,800
407
$20.4K ﹤0.01%
1,000
408
$20.2K ﹤0.01%
280
+22
409
$20.1K ﹤0.01%
168
+1
410
$19.7K ﹤0.01%
222
-52
411
$19.6K ﹤0.01%
1,200
412
$19.6K ﹤0.01%
38
413
$18.9K ﹤0.01%
91
-27
414
$18.6K ﹤0.01%
171
415
$18.5K ﹤0.01%
180
416
$18.2K ﹤0.01%
105
-10
417
$18.1K ﹤0.01%
161
+32
418
$18K ﹤0.01%
386
419
$17.9K ﹤0.01%
86
420
$17.7K ﹤0.01%
100
421
$17.5K ﹤0.01%
50
422
$16.6K ﹤0.01%
98
-4
423
$16.5K ﹤0.01%
105
424
$16.5K ﹤0.01%
174
+16
425
$16.3K ﹤0.01%
1,741
-88
15 16
17
18 19