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
76
$2.37M 0.22%
33,281
-1,972
77
$2.36M 0.22%
8,548
-375
78
$2.35M 0.22%
17,524
+136
79
$2.19M 0.2%
50,015
80
$1.94M 0.18%
10,349
-725
81
$1.77M 0.17%
33,150
-112
82
$1.77M 0.17%
31,621
83
$1.75M 0.16%
40,820
-3,094
84
$1.67M 0.16%
+118,800
85
$1.66M 0.16%
45,403
-944
86
$1.57M 0.15%
15,395
87
$1.51M 0.14%
15,755
+13
88
$1.5M 0.14%
10,430
+696
89
$1.46M 0.14%
21,891
-12,881
90
$1.43M 0.13%
19,143
-1,979
91
$1.4M 0.13%
2,773
-33
92
$1.39M 0.13%
3,874
93
$1.34M 0.13%
9,971
-582
94
$1.31M 0.12%
9,110
-28
95
$1.29M 0.12%
14,060
+285
96
$1.25M 0.12%
6,785
-90
97
$1.18M 0.11%
6,024
-500
98
$1.17M 0.11%
6,003
-127
99
$1.16M 0.11%
14,116
-2,521
100
$1.12M 0.1%
4,848
-190
2 3
4
5 6