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
626
$9K ﹤0.01%
+1,526
627
$8K ﹤0.01%
201
628
$8K ﹤0.01%
84
629
$8K ﹤0.01%
100
630
$8K ﹤0.01%
260
-148
631
$8K ﹤0.01%
247
-201
632
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236
-40
633
$8K ﹤0.01%
487
634
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161
635
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126
636
$8K ﹤0.01%
45
637
$8K ﹤0.01%
44
638
$8K ﹤0.01%
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639
$8K ﹤0.01%
402
-308
640
$8K ﹤0.01%
1,000
641
$8K ﹤0.01%
225
642
$8K ﹤0.01%
46
643
$8K ﹤0.01%
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$8K ﹤0.01%
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645
$8K ﹤0.01%
293
646
$7K ﹤0.01%
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219
648
$7K ﹤0.01%
100
649
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79
650
$7K ﹤0.01%
135
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