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
626
$2.51K ﹤0.01%
112
627
$2.5K ﹤0.01%
+64
628
$2.47K ﹤0.01%
14
629
$2.34K ﹤0.01%
35
630
$2.33K ﹤0.01%
397
631
$2.25K ﹤0.01%
115
632
$2.21K ﹤0.01%
75
633
$2.13K ﹤0.01%
127
634
$2.11K ﹤0.01%
264
635
$2.07K ﹤0.01%
224
636
$2.06K ﹤0.01%
107
637
$1.9K ﹤0.01%
46
638
$1.89K ﹤0.01%
364
639
$1.85K ﹤0.01%
49
640
$1.83K ﹤0.01%
150
641
$1.8K ﹤0.01%
41
642
$1.71K ﹤0.01%
34
643
$1.68K ﹤0.01%
+10
644
$1.67K ﹤0.01%
205
645
$1.57K ﹤0.01%
161
646
$1.56K ﹤0.01%
79
-129
647
$1.45K ﹤0.01%
32
648
$1.4K ﹤0.01%
572
-1,152
649
$1.39K ﹤0.01%
167
650
$1.33K ﹤0.01%
195
24 25
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