WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$915M
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$790K
3
+$497K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$448K
5
LNT icon
Alliant Energy
LNT
+$256K

Top Sells

1
+$39.3M
2
+$16.7M
3
+$16.4M
4
VTV icon
Vanguard Value ETF
VTV
+$14.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.72M

Sector Composition

1 Healthcare 18.5%
2 Industrials 14.38%
3 Technology 14.07%
4 Consumer Discretionary 10.71%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$253 ﹤0.01%
10
777
$149 ﹤0.01%
999
778
$84 ﹤0.01%
77
779
$55 ﹤0.01%
83
780
$40 ﹤0.01%
5
781
$30 ﹤0.01%
41
782
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783
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784
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785
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786
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787
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788
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789
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796
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797
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798
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30 31
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