We are live on ! Find out more
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
-$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
676
– –
-328
677
– –
-107
678
– –
-473
679
– –
-19
680
– –
-16
681
– –
0
682
– –
-147
683
– –
-150
684
– –
0
685
– –
-759
686
– –
-61
687
– –
-465
688
– –
-78
689
– –
-11
690
– –
-345
691
– –
-46
692
– –
-273
24 25 26 27
28