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
$1.07B
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
726
$5K ﹤0.01%
16
+5
727
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342
728
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367
729
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410
730
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473
+12
731
$5K ﹤0.01%
310
732
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197
733
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108
734
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992
+209
735
$5K ﹤0.01%
513
736
$4K ﹤0.01%
389
737
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36
+2
738
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118
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739
$4K ﹤0.01%
38
740
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37
741
$4K ﹤0.01%
2
-1
742
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743
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744
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130
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745
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35
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746
$4K ﹤0.01%
35
747
$4K ﹤0.01%
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748
$4K ﹤0.01%
91
+42
749
$4K ﹤0.01%
47
750
$4K ﹤0.01%
179
+1
28 29
30
31 32