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
101
$931K 0.08%
1,051
+18
102
$883K 0.08%
6,992
103
$853K 0.07%
7,797
-194
104
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28,550
-1,402
105
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6,367
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106
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17,162
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107
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1,286
+76
108
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869
109
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110
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111
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112
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113
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114
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5,618
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115
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116
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117
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118
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119
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120
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2,270
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121
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13,050
122
$554K 0.05%
3,703
123
$552K 0.05%
1,878
124
$550K 0.05%
1,195
125
$547K 0.05%
2,091
-470
3 4
5
6 7