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
426
$38K ﹤0.01%
746
+286
427
$37K ﹤0.01%
506
-33
428
$37K ﹤0.01%
34
+2
429
$37K ﹤0.01%
443
+1
430
$36K ﹤0.01%
535
+8
431
$36K ﹤0.01%
750
432
$36K ﹤0.01%
217
433
$36K ﹤0.01%
205
+79
434
$36K ﹤0.01%
1,269
-292
435
$36K ﹤0.01%
764
-103
436
$35K ﹤0.01%
218
437
$35K ﹤0.01%
1,716
-38
438
$35K ﹤0.01%
95
439
$35K ﹤0.01%
96
-68
440
$35K ﹤0.01%
+254
441
$35K ﹤0.01%
720
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442
$35K ﹤0.01%
528
+126
443
$34K ﹤0.01%
1,134
+172
444
$34K ﹤0.01%
884
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445
$33K ﹤0.01%
220
446
$33K ﹤0.01%
699
+23
447
$33K ﹤0.01%
545
+30
448
$33K ﹤0.01%
305
+81
449
$33K ﹤0.01%
499
+10
450
$32K ﹤0.01%
423
+9
16 17
18
19 20