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
426
$16.3K ﹤0.01%
812
+19
427
$15.9K ﹤0.01%
539
428
$15.9K ﹤0.01%
820
429
$15.6K ﹤0.01%
345
430
$15K ﹤0.01%
192
431
$15K ﹤0.01%
329
+23
432
$14.8K ﹤0.01%
114
433
$14.8K ﹤0.01%
233
434
$14.7K ﹤0.01%
53
435
$14.7K ﹤0.01%
101
436
$14.7K ﹤0.01%
242
437
$14.5K ﹤0.01%
151
438
$14.4K ﹤0.01%
230
+117
439
$14.1K ﹤0.01%
82
440
$14K ﹤0.01%
100
441
$14K ﹤0.01%
100
442
$13.9K ﹤0.01%
213
+38
443
$13.7K ﹤0.01%
33
444
$13.6K ﹤0.01%
56
+27
445
$13.5K ﹤0.01%
237
446
$13.3K ﹤0.01%
122
+67
447
$13.1K ﹤0.01%
187
+28
448
$12.8K ﹤0.01%
285
449
$12.8K ﹤0.01%
100
450
$12.8K ﹤0.01%
450
16 17
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