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
$1.13B
AUM Growth
-$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.78M
3
+$3.74M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.31M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.45M

Top Sells

1
+$38.1M
2
+$3.98M
3
+$3.24M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.72M
5
PG icon
Procter & Gamble
PG
+$1.71M

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%
153
805
$4K ﹤0.01%
264
+3
806
$4K ﹤0.01%
78
807
$4K ﹤0.01%
783
808
$4K ﹤0.01%
74
809
$3K ﹤0.01%
43
810
$3K ﹤0.01%
153
811
$3K ﹤0.01%
108
812
$3K ﹤0.01%
17
813
$3K ﹤0.01%
37
+14
814
$3K ﹤0.01%
201
815
$3K ﹤0.01%
78
816
$3K ﹤0.01%
39
817
$3K ﹤0.01%
126
-120
818
$3K ﹤0.01%
+163
819
$3K ﹤0.01%
26
-45
820
$3K ﹤0.01%
4
+2
821
$3K ﹤0.01%
382
+108
822
$3K ﹤0.01%
232
823
$3K ﹤0.01%
16
824
$3K ﹤0.01%
62
825
$3K ﹤0.01%
64
-250
31 32
33
34 35