WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
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
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.21M
3
+$4.14M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.6M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.57M

Top Sells

1
+$38.1M
2
+$4.2M
3
+$3.27M
4
AAPL icon
Apple
AAPL
+$1.89M
5
PG icon
Procter & Gamble
PG
+$1.79M

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%
434
486
$28K ﹤0.01%
804
+770
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%
386
492
$26K ﹤0.01%
564
-8
493
$26K ﹤0.01%
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
+33
18 19
20
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