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
$915M
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$790K
3
+$497K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$448K
5
LNT icon
Alliant Energy
LNT
+$256K

Top Sells

1
+$39.3M
2
+$16.7M
3
+$16.4M
4
VTV icon
Vanguard Value ETF
VTV
+$14.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.72M

Sector Composition

1 Healthcare 18.5%
2 Industrials 14.38%
3 Technology 14.07%
4 Consumer Discretionary 10.71%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.58K ﹤0.01%
114
702
$2.58K ﹤0.01%
14
-6
703
$2.57K ﹤0.01%
382
704
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9
705
$2.51K ﹤0.01%
397
706
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84
707
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406
708
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18
-8
709
$2.46K ﹤0.01%
48
-113
710
$2.46K ﹤0.01%
383
711
$2.42K ﹤0.01%
169
+12
712
$2.42K ﹤0.01%
61
713
$2.39K ﹤0.01%
32
714
$2.37K ﹤0.01%
133
715
$2.3K ﹤0.01%
34
-34
716
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717
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49
718
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539
719
$2.16K ﹤0.01%
11
720
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26
-199
721
$2.13K ﹤0.01%
239
722
$2.1K ﹤0.01%
41
-44
723
$2.06K ﹤0.01%
33
724
$2.05K ﹤0.01%
913
725
$2.04K ﹤0.01%
15
-4
27 28
29
30 31