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
951
– –
-5,289
952
– –
-64
953
– –
-802
954
– –
-12
955
– –
-365
956
– –
-800
957
– –
-22
958
– –
-483
959
– –
-182
960
– –
-246
961
– –
-82
962
– –
-27
963
– –
-15
964
– –
-15
965
– –
-19
966
– –
-243
967
– –
-156
968
$0 ﹤0.01%
1
969
– –
-31
970
– –
-23
971
– –
-100
972
– –
-848
973
– –
-32
974
– –
-72
975
– –
-539
37 38
39
40 41