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
551
$15K ﹤0.01%
364
552
$15K ﹤0.01%
108
553
$15K ﹤0.01%
86
-6
554
$14K ﹤0.01%
1,200
555
$14K ﹤0.01%
1,019
556
$14K ﹤0.01%
358
557
$14K ﹤0.01%
164
558
$13K ﹤0.01%
165
559
$13K ﹤0.01%
177
560
$13K ﹤0.01%
+190
561
$13K ﹤0.01%
416
562
$13K ﹤0.01%
966
+212
563
$13K ﹤0.01%
193
564
$13K ﹤0.01%
225
565
$13K ﹤0.01%
162
-17
566
$12K ﹤0.01%
315
-5
567
$12K ﹤0.01%
71
568
$12K ﹤0.01%
568
-69
569
$12K ﹤0.01%
147
570
$12K ﹤0.01%
136
+2
571
$12K ﹤0.01%
202
572
$12K ﹤0.01%
455
573
$12K ﹤0.01%
326
+175
574
$12K ﹤0.01%
55
575
$12K ﹤0.01%
85
21 22
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