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
501
$8.56K ﹤0.01%
42
-2
502
$8.39K ﹤0.01%
145
+45
503
$8.33K ﹤0.01%
100
504
$8.28K ﹤0.01%
19
+1
505
$8.23K ﹤0.01%
39
-13
506
$8.23K ﹤0.01%
48
507
$8.2K ﹤0.01%
102
508
$8.18K ﹤0.01%
991
509
$8.15K ﹤0.01%
165
510
$8.13K ﹤0.01%
83
511
$8.08K ﹤0.01%
550
512
$8.04K ﹤0.01%
229
+17
513
$8K ﹤0.01%
161
514
$7.95K ﹤0.01%
+51
515
$7.92K ﹤0.01%
21
516
$7.88K ﹤0.01%
40
517
$7.87K ﹤0.01%
+73
518
$7.73K ﹤0.01%
35
-24
519
$7.71K ﹤0.01%
69
520
$7.62K ﹤0.01%
219
521
$7.58K ﹤0.01%
12
-93
522
$7.54K ﹤0.01%
137
523
$7.52K ﹤0.01%
32
+2
524
$7.46K ﹤0.01%
63
-6
525
$7.45K ﹤0.01%
+315
19 20
21
22 23