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
526
$7.34K ﹤0.01%
322
527
$7.33K ﹤0.01%
333
+96
528
$7.09K ﹤0.01%
91
-268
529
$6.97K ﹤0.01%
61
530
$6.91K ﹤0.01%
19
531
$6.89K ﹤0.01%
138
532
$6.86K ﹤0.01%
133
533
$6.83K ﹤0.01%
186
-6
534
$6.8K ﹤0.01%
54
-16
535
$6.74K ﹤0.01%
88
536
$6.66K ﹤0.01%
308
537
$6.64K ﹤0.01%
132
538
$6.61K ﹤0.01%
+107
539
$6.59K ﹤0.01%
22
-9
540
$6.51K ﹤0.01%
44
541
$6.49K ﹤0.01%
149
542
$6.42K ﹤0.01%
83
543
$6.32K ﹤0.01%
191
+1
544
$6.32K ﹤0.01%
200
+36
545
$6.21K ﹤0.01%
379
546
$6.13K ﹤0.01%
79
+7
547
$6.12K ﹤0.01%
304
+187
548
$6.12K ﹤0.01%
135
549
$6.02K ﹤0.01%
243
550
$6.02K ﹤0.01%
+321
20 21
22
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