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
601
$10K ﹤0.01%
550
+100
602
$10K ﹤0.01%
978
603
$10K ﹤0.01%
77
604
$10K ﹤0.01%
72
605
$10K ﹤0.01%
45
606
$10K ﹤0.01%
197
-859
607
$10K ﹤0.01%
22
+1
608
$10K ﹤0.01%
127
-448
609
$10K ﹤0.01%
92
610
$10K ﹤0.01%
1,227
611
$10K ﹤0.01%
253
-44
612
$10K ﹤0.01%
1,000
613
$9K ﹤0.01%
588
-900
614
$9K ﹤0.01%
145
-577
615
$9K ﹤0.01%
446
-1,914
616
$9K ﹤0.01%
223
-181
617
$9K ﹤0.01%
165
618
$9K ﹤0.01%
529
619
$9K ﹤0.01%
132
-592
620
$9K ﹤0.01%
313
-105
621
$9K ﹤0.01%
265
+2
622
$9K ﹤0.01%
801
+6
623
$9K ﹤0.01%
123
624
$9K ﹤0.01%
158
625
$9K ﹤0.01%
101
23 24
25
26 27