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
101
$1.23M 0.11%
12,434
-277
102
$976K 0.09%
12,270
-35
103
$972K 0.09%
13,775
+962
104
$893K 0.08%
9,791
-2,768
105
$863K 0.08%
9,220
-500
106
$830K 0.07%
10,789
+471
107
$819K 0.07%
3,010
-4
108
$747K 0.07%
9,552
109
$746K 0.07%
6,530
+357
110
$740K 0.07%
17,718
111
$739K 0.07%
15,712
+8,085
112
$736K 0.06%
24,845
-105
113
$734K 0.06%
13,271
-600
114
$726K 0.06%
6,170
115
$718K 0.06%
18,301
-2,285
116
$698K 0.06%
+5,610
117
$680K 0.06%
13,383
-2,328
118
$673K 0.06%
2,390
-637
119
$670K 0.06%
8,457
+174
120
$657K 0.06%
1,209
-3,164
121
$655K 0.06%
53,432
122
$643K 0.06%
16,216
-2,957
123
$628K 0.06%
956
-16
124
$624K 0.06%
17,453
+1,778
125
$618K 0.05%
3,670
-15
3 4
5
6 7