WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
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
676
$6K ﹤0.01%
41
-14
677
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158
678
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56
679
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680
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681
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+30
682
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165
683
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684
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+12
685
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1,018
686
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139
687
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688
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689
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72
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691
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692
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3,000
695
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200
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138
697
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782
698
$6K ﹤0.01%
75
+6
699
$6K ﹤0.01%
115
+4
700
$6K ﹤0.01%
408
26 27
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29 30