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
$1.16B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$1.55M
3
+$1.47M
4
ETN icon
Eaton
ETN
+$1.41M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.27M

Top Sells

1
+$4.48M
2
+$1.27M
3
+$1.22M
4
UPS icon
United Parcel Service
UPS
+$1.07M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$860K

Sector Composition

1 Technology 19.09%
2 Healthcare 15.35%
3 Industrials 12.65%
4 Communication Services 12.34%
5 Consumer Discretionary 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.68M 0.14%
6,182
77
$1.6M 0.14%
8,483
+102
78
$1.59M 0.14%
6,523
+316
79
$1.59M 0.14%
20,329
80
$1.57M 0.14%
4,750
+4,269
81
$1.56M 0.13%
1,641
+96
82
$1.54M 0.13%
5,624
83
$1.54M 0.13%
4,200
84
$1.48M 0.13%
19,715
+603
85
$1.42M 0.12%
49,216
+360
86
$1.33M 0.11%
2,301
87
$1.31M 0.11%
9,737
+64
88
$1.28M 0.11%
4,188
89
$1.27M 0.11%
10,480
-26
90
$1.21M 0.1%
2,555
91
$1.15M 0.1%
4,668
+16
92
$1.15M 0.1%
21,558
-45
93
$1.14M 0.1%
28,727
94
$1.14M 0.1%
24,809
+5
95
$1.13M 0.1%
18,279
96
$1.08M 0.09%
2,771
-100
97
$1.05M 0.09%
7,113
+4
98
$1.03M 0.09%
16,593
+16
99
$983K 0.08%
8,653
-324
100
$933K 0.08%
3,488
2 3
4
5 6