WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
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%
202
577
$12K ﹤0.01%
455
578
$12K ﹤0.01%
326
+175
579
$12K ﹤0.01%
55
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%
131
585
$11K ﹤0.01%
179
+3
586
$11K ﹤0.01%
70
+16
587
$11K ﹤0.01%
39
588
$11K ﹤0.01%
1,500
589
$11K ﹤0.01%
107
590
$11K ﹤0.01%
414
591
$11K ﹤0.01%
220
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%
128
+10
599
$10K ﹤0.01%
268
+14
600
$10K ﹤0.01%
550
+100
22 23
24
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