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
501
$25K ﹤0.01%
126
+5
502
$25K ﹤0.01%
107
-48
503
$25K ﹤0.01%
+1,491
504
$25K ﹤0.01%
1,035
505
$25K ﹤0.01%
1,209
506
$25K ﹤0.01%
351
-278
507
$24K ﹤0.01%
185
508
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320
509
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224
-36
510
$24K ﹤0.01%
1,784
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511
$24K ﹤0.01%
356
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512
$24K ﹤0.01%
408
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513
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514
$24K ﹤0.01%
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515
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516
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227
518
$23K ﹤0.01%
225
519
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418
520
$23K ﹤0.01%
410
-26
521
$23K ﹤0.01%
2,077
522
$23K ﹤0.01%
218
+92
523
$23K ﹤0.01%
600
524
$23K ﹤0.01%
183
525
$22K ﹤0.01%
1,000
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