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
26
$13.4M 1.16%
57,728
-63
27
$12.5M 1.08%
23,765
+2,398
28
$12.1M 1.04%
137,124
+996
29
$11.7M 1.01%
149,856
-5,734
30
$11.2M 0.97%
26,131
+1,623
31
$11.2M 0.96%
43,711
-746
32
$10M 0.86%
85,528
-1,295
33
$9.81M 0.85%
278,320
-437
34
$9.81M 0.84%
19,961
-753
35
$9.77M 0.84%
46,530
+499
36
$8.78M 0.76%
198,774
+2,102
37
$8.67M 0.75%
120,332
-469
38
$8.51M 0.73%
22,158
-3,303
39
$8.19M 0.71%
14,281
+165
40
$8.16M 0.7%
278,452
+923
41
$7.92M 0.68%
48,853
-339
42
$7.63M 0.66%
115,660
+23,489
43
$7.09M 0.61%
189,593
-6,229
44
$6.78M 0.58%
32,158
-83
45
$6.77M 0.58%
83,793
-623
46
$6.71M 0.58%
58,429
+4,268
47
$5.82M 0.5%
263,560
-2,378
48
$5.63M 0.49%
32,259
-4,453
49
$5.58M 0.48%
47,004
+12,371
50
$4.94M 0.43%
22,346
+18
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