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
476
$9.88K ﹤0.01%
424
477
$9.87K ﹤0.01%
59
478
$9.84K ﹤0.01%
588
479
$9.73K ﹤0.01%
65
+5
480
$9.71K ﹤0.01%
150
-411
481
$9.59K ﹤0.01%
111
482
$9.57K ﹤0.01%
165
483
$9.54K ﹤0.01%
693
-88
484
$9.49K ﹤0.01%
497
485
$9.48K ﹤0.01%
107
486
$9.38K ﹤0.01%
132
487
$9.33K ﹤0.01%
466
488
$9.31K ﹤0.01%
360
489
$9.19K ﹤0.01%
371
+106
490
$9.14K ﹤0.01%
243
491
$9.06K ﹤0.01%
69
+6
492
$9.01K ﹤0.01%
90
493
$8.99K ﹤0.01%
80
-12
494
$8.94K ﹤0.01%
54
-6
495
$8.81K ﹤0.01%
487
496
$8.75K ﹤0.01%
123
497
$8.74K ﹤0.01%
175
-30
498
$8.62K ﹤0.01%
72
499
$8.59K ﹤0.01%
90
500
$8.57K ﹤0.01%
99
18 19
20
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