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
576
$12K ﹤0.01%
269
577
$12K ﹤0.01%
173
578
$12K ﹤0.01%
370
-2
579
$12K ﹤0.01%
72
580
$11K ﹤0.01%
259
581
$11K ﹤0.01%
367
582
$11K ﹤0.01%
108
+3
583
$11K ﹤0.01%
758
584
$11K ﹤0.01%
179
+3
585
$11K ﹤0.01%
70
+16
586
$11K ﹤0.01%
780
587
$11K ﹤0.01%
1,500
588
$11K ﹤0.01%
131
589
$11K ﹤0.01%
107
590
$11K ﹤0.01%
220
591
$11K ﹤0.01%
414
592
$11K ﹤0.01%
830
+5
593
$11K ﹤0.01%
148
-70
594
$11K ﹤0.01%
905
+173
595
$11K ﹤0.01%
236
596
$11K ﹤0.01%
642
+58
597
$11K ﹤0.01%
2,217
598
$10K ﹤0.01%
62
+7
599
$10K ﹤0.01%
128
+10
600
$10K ﹤0.01%
268
+14
22 23
24
25 26