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
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
$24K ﹤0.01%
320
509
$24K ﹤0.01%
224
-36
510
$24K ﹤0.01%
1,784
+290
511
$24K ﹤0.01%
356
+71
512
$24K ﹤0.01%
408
+133
513
$24K ﹤0.01%
105
-3
514
$24K ﹤0.01%
460
+62
515
$24K ﹤0.01%
453
516
$24K ﹤0.01%
145
+7
517
$24K ﹤0.01%
227
518
$23K ﹤0.01%
225
519
$23K ﹤0.01%
418
520
$23K ﹤0.01%
820
-52
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%
8,866
-648
19 20
21
22 23