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
$1.07B
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.87M
3
+$1.67M
4
BLK icon
Blackrock
BLK
+$522K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$473K

Top Sells

1
+$2.84M
2
+$2.45M
3
+$2.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.2M
5
CP icon
Canadian Pacific Kansas City
CP
+$860K

Sector Composition

1 Healthcare 15.26%
2 Technology 13.77%
3 Industrials 11.22%
4 Consumer Discretionary 9%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
60
852
$2K ﹤0.01%
18
+1
853
$2K ﹤0.01%
383
854
$2K ﹤0.01%
367
855
$2K ﹤0.01%
197
856
$2K ﹤0.01%
115
857
$2K ﹤0.01%
12
858
$2K ﹤0.01%
26
+3
859
$2K ﹤0.01%
204
860
$2K ﹤0.01%
175
861
$2K ﹤0.01%
913
862
$2K ﹤0.01%
218
863
$2K ﹤0.01%
51
864
$2K ﹤0.01%
33
865
$2K ﹤0.01%
9
-4
866
$2K ﹤0.01%
19
867
$2K ﹤0.01%
+52
868
$2K ﹤0.01%
567
869
$2K ﹤0.01%
25
+1
870
$2K ﹤0.01%
32
871
$2K ﹤0.01%
150
872
$2K ﹤0.01%
11
-8
873
$1K ﹤0.01%
156
874
$1K ﹤0.01%
34
-35
875
$1K ﹤0.01%
200
33 34
35
36 37