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
$1.13B
AUM Growth
-$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.78M
3
+$3.74M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.31M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.45M

Top Sells

1
+$38.1M
2
+$3.98M
3
+$3.24M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.72M
5
PG icon
Procter & Gamble
PG
+$1.71M

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
76
$2.64M 0.23%
18,197
-471
77
$2.62M 0.23%
50,015
-3,805
78
$2.45M 0.22%
8,923
-629
79
$2.43M 0.21%
34,772
-14,932
80
$2.15M 0.19%
43,914
+4,215
81
$1.98M 0.17%
31,621
+8,755
82
$1.93M 0.17%
11,074
+356
83
$1.91M 0.17%
33,262
-2,187
84
$1.63M 0.14%
15,395
-2,500
85
$1.62M 0.14%
21,122
-849
86
$1.6M 0.14%
16,637
-332
87
$1.6M 0.14%
15,742
-59
88
$1.6M 0.14%
46,347
-2,131
89
$1.49M 0.13%
6,875
+26
90
$1.47M 0.13%
3,874
-217
91
$1.46M 0.13%
10,553
-5,995
92
$1.46M 0.13%
9,734
+85
93
$1.44M 0.13%
2,806
-1,127
94
$1.42M 0.13%
6,254
+490
95
$1.4M 0.12%
37,401
-4,966
96
$1.32M 0.12%
9,138
-16
97
$1.31M 0.12%
6,130
+23
98
$1.28M 0.11%
6,524
+4,895
99
$1.25M 0.11%
31,169
-2,210
100
$1.24M 0.11%
5,038
+371
2 3
4
5 6