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
451
$32K ﹤0.01%
97
-11
452
$32K ﹤0.01%
487
-58
453
$31K ﹤0.01%
1,063
+3
454
$31K ﹤0.01%
997
455
$31K ﹤0.01%
245
456
$31K ﹤0.01%
39
+35
457
$31K ﹤0.01%
555
+72
458
$30K ﹤0.01%
989
459
$30K ﹤0.01%
705
460
$29K ﹤0.01%
400
461
$29K ﹤0.01%
450
462
$29K ﹤0.01%
398
-17
463
$29K ﹤0.01%
4,606
+892
464
$29K ﹤0.01%
560
465
$29K ﹤0.01%
795
-3,087
466
$29K ﹤0.01%
107
467
$29K ﹤0.01%
408
+66
468
$29K ﹤0.01%
139
-3
469
$29K ﹤0.01%
+507
470
$28K ﹤0.01%
1,691
+595
471
$28K ﹤0.01%
1,044
472
$28K ﹤0.01%
551
+205
473
$28K ﹤0.01%
442
-244
474
$28K ﹤0.01%
225
475
$27K ﹤0.01%
587
+23
17 18
19
20 21