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
$1.16B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$1.71M
3
+$1.47M
4
ETN icon
Eaton
ETN
+$1.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.22M

Top Sells

1
+$4.17M
2
+$1.23M
3
+$1.22M
4
UPS icon
United Parcel Service
UPS
+$1.03M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$827K

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
651
$1.17K ﹤0.01%
16
652
$971 ﹤0.01%
+6
653
$898 ﹤0.01%
913
654
$729 ﹤0.01%
65
655
$719 ﹤0.01%
+15
656
$568 ﹤0.01%
70
657
$539 ﹤0.01%
+15
658
$294 ﹤0.01%
60
659
$71 ﹤0.01%
5
660
$31 ﹤0.01%
5
661
$1 ﹤0.01%
1
662
– –
-233
663
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-37
664
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-295
665
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666
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667
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668
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669
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670
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671
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672
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673
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675
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