WTA
Washington Trust Advisors Portfolio holdings
AUM
$1.23B
1-Year Return
20.59%
This Quarter Return
-15.68%
1 Year Return
+20.59%
3 Year Return
+82.81%
5 Year Return
–
10 Year Return
–
AUM
$1.13B
AUM Growth
-$275M
(-20%)
Cap. Flow
-$43.3M
Cap. Flow
% of AUM
-3.82%
Top 10 Holdings %
Top 10 Hldgs %
32.02%
Holding
1,016
New
19
Increased
208
Reduced
316
Closed
86
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.24M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.78M |
| 3 |
Vanguard Growth ETF
VUG
|
+$3.74M |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$3.31M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$1.45M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$38.1M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$3.98M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.24M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$1.72M |
| 5 |
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% |
