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
576
$4.92K ﹤0.01%
42
577
$4.83K ﹤0.01%
66
578
$4.83K ﹤0.01%
60
+10
579
$4.81K ﹤0.01%
119
580
$4.76K ﹤0.01%
342
+96
581
$4.76K ﹤0.01%
15
582
$4.74K ﹤0.01%
41
583
$4.67K ﹤0.01%
87
+50
584
$4.66K ﹤0.01%
+19
585
$4.64K ﹤0.01%
252
586
$4.57K ﹤0.01%
28
587
$4.5K ﹤0.01%
37
588
$4.5K ﹤0.01%
52
589
$4.49K ﹤0.01%
125
590
$4.46K ﹤0.01%
702
591
$4.37K ﹤0.01%
484
592
$4.34K ﹤0.01%
294
593
$4.18K ﹤0.01%
+56
594
$4.16K ﹤0.01%
17
595
$4.12K ﹤0.01%
178
-76
596
$4.11K ﹤0.01%
410
597
$4.03K ﹤0.01%
328
598
$3.94K ﹤0.01%
7
+5
599
$3.84K ﹤0.01%
+32
600
$3.81K ﹤0.01%
+15
22 23
24
25 26