WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$915M
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$790K
3
+$497K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$448K
5
LNT icon
Alliant Energy
LNT
+$256K

Top Sells

1
+$39.3M
2
+$16.7M
3
+$16.4M
4
VTV icon
Vanguard Value ETF
VTV
+$14.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.72M

Sector Composition

1 Healthcare 18.5%
2 Industrials 14.38%
3 Technology 14.07%
4 Consumer Discretionary 10.71%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$145K 0.02%
1,232
202
$144K 0.02%
281
-195
203
$143K 0.02%
938
204
$143K 0.02%
490
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205
$141K 0.02%
2,530
-3,100
206
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207
$138K 0.02%
536
208
$138K 0.02%
4,456
-4,192
209
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210
$135K 0.01%
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211
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773
212
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800
213
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1,730
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214
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215
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216
$131K 0.01%
2,000
217
$129K 0.01%
689
-1,357
218
$129K 0.01%
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219
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2,182
220
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867
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221
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222
$124K 0.01%
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223
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500
224
$121K 0.01%
3,915
-20,610
225
$119K 0.01%
1,399
-562
7 8
9
10 11