WTA

Washington Trust Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
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
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.78M
3
+$3.74M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.31M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.45M

Top Sells

1
+$38.1M
2
+$3.98M
3
+$3.24M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.72M
5
PG icon
Procter & Gamble
PG
+$1.71M

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
51
$6.55M 0.58%
157,345
+125,812
52
$6.46M 0.57%
86,274
-46
53
$5.77M 0.51%
33,158
+486
54
$5.55M 0.49%
198,878
-6,320
55
$5.15M 0.45%
307,440
-16,319
56
$5.02M 0.44%
25,024
+5,147
57
$5.02M 0.44%
23,037
+568
58
$4.92M 0.43%
217,634
+20,318
59
$4.69M 0.41%
74,544
+369
60
$4.65M 0.41%
25,938
+3,629
61
$4.43M 0.39%
23,478
-689
62
$4.37M 0.39%
24,917
-255
63
$4.29M 0.38%
283,080
+65,810
64
$3.91M 0.34%
402,906
-24,912
65
$3.89M 0.34%
34,540
-2,647
66
$3.74M 0.33%
92,355
-774
67
$3.44M 0.3%
58,389
-627
68
$3.23M 0.28%
29,680
-96
69
$3.22M 0.28%
22,798
-7,532
70
$3.09M 0.27%
21,463
-11,883
71
$3.08M 0.27%
14,642
-1,220
72
$2.8M 0.25%
65,598
+523
73
$2.79M 0.25%
12,757
+212
74
$2.66M 0.23%
17,388
-410
75
$2.65M 0.23%
35,253
-958
1 2
3
4 5