WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$1.03M
3
+$837K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$551K
5
ETN icon
Eaton
ETN
+$537K

Top Sells

1
+$9.1M
2
+$2.32M
3
+$2.19M
4
AAPL icon
Apple
AAPL
+$1.75M
5
TMO icon
Thermo Fisher Scientific
TMO
+$932K

Sector Composition

1 Technology 19.03%
2 Healthcare 13.5%
3 Communication Services 11.6%
4 Industrials 11.31%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.12K ﹤0.01%
34
-63
627
$1.07K ﹤0.01%
43
-132
628
$1.04K ﹤0.01%
5
-19
629
$992 ﹤0.01%
35
630
$961 ﹤0.01%
127
631
$926 ﹤0.01%
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632
$710 ﹤0.01%
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633
$612 ﹤0.01%
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$549 ﹤0.01%
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635
$426 ﹤0.01%
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636
$325 ﹤0.01%
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637
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638
$64 ﹤0.01%
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639
$15 ﹤0.01%
5
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0
641
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644
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646
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650
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