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
126
$551K 0.05%
3,296
127
$547K 0.05%
3,332
128
$543K 0.05%
956
129
$543K 0.05%
14,314
+931
130
$542K 0.05%
2,044
+265
131
$530K 0.05%
3,670
132
$506K 0.05%
2,261
133
$495K 0.05%
13,050
134
$487K 0.05%
16,590
-1,711
135
$473K 0.04%
3,290
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136
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1,456
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137
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4,442
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138
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139
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140
$435K 0.04%
3,850
-3
141
$422K 0.04%
10,485
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142
$419K 0.04%
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143
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144
$408K 0.04%
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145
$403K 0.04%
6,750
146
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147
$382K 0.04%
2,046
+99
148
$364K 0.03%
2,828
+11
149
$361K 0.03%
4,137
+2,855
150
$360K 0.03%
3,871
4 5
6
7 8