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
551
$6.01K ﹤0.01%
30
-13
552
$6.01K ﹤0.01%
+31
553
$5.93K ﹤0.01%
368
+62
554
$5.71K ﹤0.01%
78
555
$5.67K ﹤0.01%
38
556
$5.64K ﹤0.01%
96
557
$5.57K ﹤0.01%
35
558
$5.51K ﹤0.01%
500
559
$5.49K ﹤0.01%
112
560
$5.46K ﹤0.01%
282
561
$5.4K ﹤0.01%
470
562
$5.38K ﹤0.01%
600
563
$5.37K ﹤0.01%
27
+3
564
$5.37K ﹤0.01%
22
565
$5.33K ﹤0.01%
110
+29
566
$5.3K ﹤0.01%
168
567
$5.3K ﹤0.01%
29
568
$5.15K ﹤0.01%
99
569
$5.13K ﹤0.01%
+19
570
$5.12K ﹤0.01%
281
571
$5.08K ﹤0.01%
+175
572
$5.02K ﹤0.01%
111
573
$4.97K ﹤0.01%
350
574
$4.96K ﹤0.01%
66
+6
575
$4.92K ﹤0.01%
477
21 22
23
24 25