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

Top Buys

1
+$4.13M
2
+$1.55M
3
+$1.47M
4
ETN icon
Eaton
ETN
+$1.41M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.27M

Top Sells

1
+$4.48M
2
+$1.27M
3
+$1.22M
4
UPS icon
United Parcel Service
UPS
+$1.07M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$860K

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
51
$4.27M 0.37%
30,416
-153
52
$4.23M 0.36%
52,718
+9,050
53
$4.18M 0.36%
21,506
+541
54
$4.13M 0.36%
+128,198
55
$4.06M 0.35%
56,561
+296
56
$3.77M 0.32%
13,311
-103
57
$3.64M 0.31%
13,138
-124
58
$3.47M 0.3%
19,918
-550
59
$3.46M 0.3%
19,975
-299
60
$3.36M 0.29%
16,997
+673
61
$3.29M 0.28%
28,887
-263
62
$3.01M 0.26%
56,929
+1,792
63
$2.99M 0.26%
111,416
-7,440
64
$2.93M 0.25%
55,005
65
$2.86M 0.25%
7,058
-125
66
$2.73M 0.24%
53,392
-4,300
67
$2.62M 0.23%
36,625
-2,180
68
$2.51M 0.22%
14,995
-27
69
$2.33M 0.2%
9,809
+534
70
$2.2M 0.19%
26,360
-21
71
$2.14M 0.18%
7,899
-49
72
$1.87M 0.16%
23,541
-209
73
$1.84M 0.16%
7,245
74
$1.77M 0.15%
6,166
+6
75
$1.76M 0.15%
4,679
-36
1 2
3
4 5