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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
826
$3K ﹤0.01%
139
827
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133
828
$3K ﹤0.01%
23
829
$3K ﹤0.01%
406
830
$3K ﹤0.01%
175
831
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34
832
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833
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834
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100
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835
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34
836
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19
837
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205
838
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839
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840
$3K ﹤0.01%
182
+64
841
$3K ﹤0.01%
107
842
$3K ﹤0.01%
30
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843
$3K ﹤0.01%
92
844
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357
845
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34
846
$3K ﹤0.01%
37
847
$3K ﹤0.01%
56
848
$3K ﹤0.01%
41
+11
849
$3K ﹤0.01%
61
850
$3K ﹤0.01%
46
32 33
34
35 36