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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
$1.13B
AUM Growth
-$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.21M
3
+$4.14M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.6M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.57M

Top Sells

1
+$38.1M
2
+$4.2M
3
+$3.27M
4
AAPL icon
Apple
AAPL
+$1.89M
5
PG icon
Procter & Gamble
PG
+$1.79M

Sector Composition

1 Healthcare 15.2%
2 Technology 13.56%
3 Industrials 11.27%
4 Communication Services 8.95%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
170
-311
802
$4K ﹤0.01%
100
803
$4K ﹤0.01%
99
804
$4K ﹤0.01%
78
805
$4K ﹤0.01%
783
806
$4K ﹤0.01%
74
807
$4K ﹤0.01%
153
808
$4K ﹤0.01%
264
+3
809
$3K ﹤0.01%
43
810
$3K ﹤0.01%
153
811
$3K ﹤0.01%
108
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$3K ﹤0.01%
17
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$3K ﹤0.01%
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815
$3K ﹤0.01%
78
816
$3K ﹤0.01%
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817
$3K ﹤0.01%
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818
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819
$3K ﹤0.01%
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$3K ﹤0.01%
4
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$3K ﹤0.01%
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$3K ﹤0.01%
62
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$3K ﹤0.01%
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824
$3K ﹤0.01%
20
825
$3K ﹤0.01%
310
-1,512
31 32
33
34 35