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WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.21M
3
+$4.14M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.6M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.57M

Top Sells

1
+$38.1M
2
+$4.2M
3
+$3.27M
4
AAPL icon
Apple
AAPL
+$1.89M
5
PG icon
Procter & Gamble
PG
+$1.79M

Sector Composition

1 Healthcare 15.2%
2 Technology 13.56%
3 Industrials 11.27%
4 Communication Services 8.95%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$9K ﹤0.01%
37
652
$9K ﹤0.01%
46
653
$9K ﹤0.01%
263
654
$9K ﹤0.01%
795
655
$9K ﹤0.01%
79
656
$9K ﹤0.01%
167
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657
$9K ﹤0.01%
276
-79
658
$8K ﹤0.01%
201
659
$8K ﹤0.01%
100
660
$8K ﹤0.01%
105
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661
$8K ﹤0.01%
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662
$8K ﹤0.01%
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663
$8K ﹤0.01%
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664
$8K ﹤0.01%
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665
$8K ﹤0.01%
114
666
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212
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668
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225
669
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670
$8K ﹤0.01%
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671
$8K ﹤0.01%
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672
$8K ﹤0.01%
100
673
$8K ﹤0.01%
108
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674
$8K ﹤0.01%
341
-62
675
$8K ﹤0.01%
293
-377
25 26
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