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
201
$212K 0.02%
1,486
202
$212K 0.02%
2,980
-190
203
$211K 0.02%
1,863
-734
204
$207K 0.02%
5,087
205
$207K 0.02%
5,766
-1,064
206
$206K 0.02%
1,035
+137
207
$205K 0.02%
7,015
-1,615
208
$204K 0.02%
+6,468
209
$201K 0.02%
3,859
+85
210
$199K 0.02%
1,784
+462
211
$196K 0.02%
1,725
-519
212
$176K 0.02%
3,882
213
$175K 0.02%
5,040
214
$173K 0.02%
1,725
215
$173K 0.02%
838
+39
216
$170K 0.02%
3,000
217
$169K 0.01%
1,919
+819
218
$169K 0.01%
1,105
-71
219
$166K 0.01%
1,395
-102
220
$164K 0.01%
2,143
+1,792
221
$164K 0.01%
1,946
-500
222
$163K 0.01%
2,705
-198
223
$163K 0.01%
14,900
224
$162K 0.01%
4,653
225
$162K 0.01%
1,700
-27
7 8
9
10 11