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
201
$204K 0.02%
810
-125
202
$203K 0.02%
1,494
-113
203
$203K 0.02%
1,822
204
$199K 0.02%
6,035
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205
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5,087
206
$195K 0.02%
470
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207
$194K 0.02%
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208
$192K 0.02%
6,468
209
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503
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210
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5,088
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211
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212
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213
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214
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215
$173K 0.02%
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216
$173K 0.02%
838
217
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218
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3,242
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219
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220
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221
$156K 0.01%
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222
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1,961
-124
223
$154K 0.01%
570
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224
$146K 0.01%
4,653
225
$146K 0.01%
1,700
7 8
9
10 11