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
776
$4K ﹤0.01%
19
+3
777
$4K ﹤0.01%
484
+69
778
$4K ﹤0.01%
+128
779
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34
780
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99
781
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153
782
$3K ﹤0.01%
43
783
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18
+1
784
$3K ﹤0.01%
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785
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786
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78
787
$3K ﹤0.01%
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788
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45
+6
789
$3K ﹤0.01%
126
790
$3K ﹤0.01%
163
791
$3K ﹤0.01%
77
-42
792
$3K ﹤0.01%
332
+106
793
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26
794
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382
795
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796
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41
+7
797
$3K ﹤0.01%
71
+11
798
$3K ﹤0.01%
62
799
$3K ﹤0.01%
64
800
$3K ﹤0.01%
23
+3
30 31
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33 34