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
501
$23K ﹤0.01%
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502
$23K ﹤0.01%
237
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503
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504
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505
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506
$22K ﹤0.01%
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507
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508
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164
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510
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279
511
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514
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275
516
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982
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517
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518
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519
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623
520
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521
$19K ﹤0.01%
417
522
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2,000
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523
$19K ﹤0.01%
93
524
$19K ﹤0.01%
190
+2
525
$19K ﹤0.01%
270
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19 20
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