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
476
$27K ﹤0.01%
50
477
$27K ﹤0.01%
70
478
$26K ﹤0.01%
109
+1
479
$26K ﹤0.01%
+363
480
$26K ﹤0.01%
217
481
$26K ﹤0.01%
180
-13
482
$25K ﹤0.01%
320
483
$25K ﹤0.01%
475
484
$25K ﹤0.01%
1,932
+148
485
$25K ﹤0.01%
2,426
486
$25K ﹤0.01%
73
-4
487
$25K ﹤0.01%
145
488
$25K ﹤0.01%
559
-500
489
$24K ﹤0.01%
1,491
490
$24K ﹤0.01%
337
491
$24K ﹤0.01%
106
+1
492
$24K ﹤0.01%
229
+2
493
$23K ﹤0.01%
342
+1
494
$23K ﹤0.01%
609
495
$23K ﹤0.01%
74
496
$23K ﹤0.01%
937
-191
497
$23K ﹤0.01%
1,035
498
$23K ﹤0.01%
476
+68
499
$23K ﹤0.01%
157
-452
500
$23K ﹤0.01%
351
18 19
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