WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.21M
3
+$4.14M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.6M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.57M

Top Sells

1
+$38.1M
2
+$4.2M
3
+$3.27M
4
AAPL icon
Apple
AAPL
+$1.89M
5
PG icon
Procter & Gamble
PG
+$1.79M

Sector Composition

1 Healthcare 15.2%
2 Technology 13.56%
3 Industrials 11.27%
4 Communication Services 8.95%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$13K ﹤0.01%
236
602
$13K ﹤0.01%
707
603
$13K ﹤0.01%
584
+30
604
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325
605
$12K ﹤0.01%
71
606
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-6
607
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118
608
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254
609
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610
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611
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+31
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$12K ﹤0.01%
39
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85
614
$12K ﹤0.01%
130
615
$12K ﹤0.01%
193
616
$12K ﹤0.01%
1,472
617
$12K ﹤0.01%
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$12K ﹤0.01%
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$11K ﹤0.01%
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620
$11K ﹤0.01%
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621
$11K ﹤0.01%
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622
$11K ﹤0.01%
978
623
$11K ﹤0.01%
107
-29
624
$11K ﹤0.01%
586
625
$11K ﹤0.01%
92
23 24
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