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
$1.16B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$1.55M
3
+$1.47M
4
ETN icon
Eaton
ETN
+$1.41M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.27M

Top Sells

1
+$4.48M
2
+$1.27M
3
+$1.22M
4
UPS icon
United Parcel Service
UPS
+$1.07M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$860K

Sector Composition

1 Technology 19.09%
2 Healthcare 15.35%
3 Industrials 12.65%
4 Communication Services 12.34%
5 Consumer Discretionary 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$203K 0.02%
7,201
202
$203K 0.02%
12,059
+93
203
$197K 0.02%
1,470
-230
204
$195K 0.02%
5,625
+80
205
$187K 0.02%
2,604
+10
206
$185K 0.02%
3,923
-109
207
$185K 0.02%
+1,207
208
$185K 0.02%
+570
209
$182K 0.02%
381
-76
210
$179K 0.02%
339
-116
211
$178K 0.02%
3,412
-848
212
$173K 0.01%
333
+20
213
$172K 0.01%
9,535
214
$166K 0.01%
337
+76
215
$164K 0.01%
2,625
216
$160K 0.01%
443
+143
217
$157K 0.01%
3,300
218
$156K 0.01%
886
219
$156K 0.01%
1,500
220
$156K 0.01%
54,995
-26,045
221
$155K 0.01%
446
-134
222
$154K 0.01%
925
223
$153K 0.01%
555
+13
224
$152K 0.01%
1,819
+8
225
$147K 0.01%
3,242
7 8
9
10 11