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
$1.13B
AUM Growth
-$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.78M
3
+$3.74M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.31M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.45M

Top Sells

1
+$38.1M
2
+$3.98M
3
+$3.24M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.72M
5
PG icon
Procter & Gamble
PG
+$1.71M

Sector Composition

1 Healthcare 15.2%
2 Technology 13.56%
3 Industrials 11.27%
4 Communication Services 8.95%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$30K ﹤0.01%
108
-5
477
$29K ﹤0.01%
74
+5
478
$29K ﹤0.01%
283
-10
479
$29K ﹤0.01%
342
+33
480
$28K ﹤0.01%
1,488
+900
481
$28K ﹤0.01%
108
482
$28K ﹤0.01%
50
483
$28K ﹤0.01%
475
484
$28K ﹤0.01%
2,426
485
$28K ﹤0.01%
217
486
$28K ﹤0.01%
402
+385
487
$27K ﹤0.01%
5,998
-377
488
$27K ﹤0.01%
560
489
$27K ﹤0.01%
1,044
490
$27K ﹤0.01%
337
491
$27K ﹤0.01%
193
492
$26K ﹤0.01%
564
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493
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229
494
$26K ﹤0.01%
324
495
$26K ﹤0.01%
142
496
$26K ﹤0.01%
77
-17
497
$25K ﹤0.01%
1,200
498
$25K ﹤0.01%
341
+19
499
$25K ﹤0.01%
609
500
$25K ﹤0.01%
281
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18 19
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