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
601
$3.76K ﹤0.01%
25
602
$3.7K ﹤0.01%
200
603
$3.67K ﹤0.01%
34
604
$3.62K ﹤0.01%
+12
605
$3.62K ﹤0.01%
46
606
$3.5K ﹤0.01%
+18
607
$3.45K ﹤0.01%
144
+13
608
$3.43K ﹤0.01%
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609
$3.41K ﹤0.01%
253
610
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47
611
$3.34K ﹤0.01%
284
612
$3.34K ﹤0.01%
83
-28
613
$3.23K ﹤0.01%
+45
614
$3.18K ﹤0.01%
+19
615
$3.16K ﹤0.01%
+57
616
$3.16K ﹤0.01%
74
617
$2.95K ﹤0.01%
223
618
$2.89K ﹤0.01%
7
619
$2.87K ﹤0.01%
200
620
$2.81K ﹤0.01%
107
621
$2.7K ﹤0.01%
+84
622
$2.67K ﹤0.01%
270
623
$2.6K ﹤0.01%
444
624
$2.59K ﹤0.01%
49
625
$2.53K ﹤0.01%
133
23 24
25
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