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
176
$276K 0.02%
10,550
+550
177
$272K 0.02%
7,631
-1,119
178
$268K 0.02%
2,116
+493
179
$263K 0.02%
5,854
180
$257K 0.02%
3,641
-315
181
$257K 0.02%
4,603
-360
182
$253K 0.02%
3,761
183
$250K 0.02%
1,607
+275
184
$247K 0.02%
518
+19
185
$245K 0.02%
1,800
186
$245K 0.02%
1,401
-46
187
$240K 0.02%
3,104
-6,413
188
$236K 0.02%
2,012
+10
189
$232K 0.02%
7,980
+2,967
190
$232K 0.02%
480
-17
191
$228K 0.02%
5,040
192
$228K 0.02%
+1,495
193
$223K 0.02%
1,398
+1,238
194
$222K 0.02%
935
-196
195
$220K 0.02%
361
+263
196
$216K 0.02%
452
-7
197
$216K 0.02%
1,822
198
$215K 0.02%
725
-8
199
$214K 0.02%
5,076
+18
200
$214K 0.02%
744
-70
6 7
8
9 10