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
451
$12.8K ﹤0.01%
+128
452
$12.6K ﹤0.01%
122
+61
453
$12.5K ﹤0.01%
12
-15
454
$12.3K ﹤0.01%
123
+24
455
$12.1K ﹤0.01%
152
456
$12.1K ﹤0.01%
67
457
$12K ﹤0.01%
215
458
$11.7K ﹤0.01%
119
459
$11.7K ﹤0.01%
65
460
$11.7K ﹤0.01%
143
461
$11.7K ﹤0.01%
1,079
462
$11.7K ﹤0.01%
345
463
$11.6K ﹤0.01%
94
-89
464
$11.5K ﹤0.01%
93
465
$11.2K ﹤0.01%
22
-102
466
$11.1K ﹤0.01%
575
467
$11K ﹤0.01%
207
+48
468
$10.9K ﹤0.01%
149
469
$10.7K ﹤0.01%
212
470
$10.7K ﹤0.01%
100
471
$10.6K ﹤0.01%
47
472
$10.6K ﹤0.01%
205
473
$10.6K ﹤0.01%
194
474
$10.6K ﹤0.01%
313
475
$9.94K ﹤0.01%
856
17 18
19
20 21