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
526
$19K ﹤0.01%
515
527
$19K ﹤0.01%
322
528
$19K ﹤0.01%
307
+1
529
$19K ﹤0.01%
896
530
$19K ﹤0.01%
600
531
$18K ﹤0.01%
228
532
$18K ﹤0.01%
123
533
$18K ﹤0.01%
203
-4
534
$18K ﹤0.01%
204
-79
535
$18K ﹤0.01%
1,417
+26
536
$18K ﹤0.01%
157
537
$18K ﹤0.01%
69
538
$18K ﹤0.01%
653
+4
539
$18K ﹤0.01%
289
+9
540
$17K ﹤0.01%
127
-1
541
$16K ﹤0.01%
890
542
$16K ﹤0.01%
447
543
$16K ﹤0.01%
1,000
544
$16K ﹤0.01%
1,436
545
$15K ﹤0.01%
394
546
$15K ﹤0.01%
78
547
$15K ﹤0.01%
1,170
548
$15K ﹤0.01%
324
549
$15K ﹤0.01%
50
550
$15K ﹤0.01%
123
+30
20 21
22
23 24