We are live on ! Find out more
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
876
$2K ﹤0.01%
28
-108
877
$2K ﹤0.01%
44
878
$2K ﹤0.01%
115
879
$2K ﹤0.01%
+186
880
$2K ﹤0.01%
52
-32
881
$2K ﹤0.01%
+49
882
$2K ﹤0.01%
239
883
$2K ﹤0.01%
76
884
$2K ﹤0.01%
204
885
$2K ﹤0.01%
913
886
$2K ﹤0.01%
29
887
$2K ﹤0.01%
218
888
$2K ﹤0.01%
206
+90
889
$2K ﹤0.01%
196
890
$2K ﹤0.01%
266
891
$2K ﹤0.01%
3
-1
892
$2K ﹤0.01%
114
893
$2K ﹤0.01%
539
894
$2K ﹤0.01%
28
-16
895
$2K ﹤0.01%
64
896
$2K ﹤0.01%
32
897
$2K ﹤0.01%
12
-6
898
$2K ﹤0.01%
51
899
$2K ﹤0.01%
33
900
$2K ﹤0.01%
45
-10
34 35
36
37 38