WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
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
851
$3K ﹤0.01%
71
+27
852
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38
853
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148
854
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513
855
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102
856
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4
+2
857
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182
+64
858
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859
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30
-12
860
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156
861
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114
862
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539
863
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28
-16
864
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27
865
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69
866
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70
867
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-40
868
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36
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869
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60
870
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+36
871
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226
872
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17
873
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34
+8
874
$2K ﹤0.01%
383
875
$2K ﹤0.01%
197
33 34
35
36 37