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
126
$595K 0.05%
3,332
-41
127
$585K 0.05%
4,503
128
$578K 0.05%
1,205
+247
129
$573K 0.05%
3,296
-201
130
$547K 0.05%
26,106
-13,905
131
$532K 0.05%
2,261
+199
132
$528K 0.05%
1,673
-102
133
$507K 0.04%
8,167
+398
134
$506K 0.04%
4,405
+260
135
$492K 0.04%
3,853
-67
136
$491K 0.04%
13,050
-800
137
$476K 0.04%
2,886
-600
138
$460K 0.04%
1,656
-296
139
$458K 0.04%
4,229
-1,550
140
$444K 0.04%
9,582
+162
141
$437K 0.04%
14,571
142
$428K 0.04%
4,392
-2,655
143
$415K 0.04%
3,871
144
$411K 0.04%
4,515
-438
145
$400K 0.04%
10,195
+2,374
146
$399K 0.04%
1,779
-396
147
$393K 0.03%
2,284
+182
148
$390K 0.03%
5,775
+500
149
$384K 0.03%
2,817
-7
150
$379K 0.03%
2,771
+166
4 5
6
7 8