WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
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
751
$4K ﹤0.01%
19
+3
752
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365
753
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397
+156
754
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349
+163
755
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484
+69
756
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179
+1
757
$4K ﹤0.01%
379
758
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129
759
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457
760
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212
761
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100
762
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50
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763
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764
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53
+14
765
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103
+5
766
$4K ﹤0.01%
+90
767
$4K ﹤0.01%
34
768
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99
769
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35
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770
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35
771
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157
772
$4K ﹤0.01%
91
+42
773
$4K ﹤0.01%
47
774
$4K ﹤0.01%
+128
775
$4K ﹤0.01%
500
29 30
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