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
1
$73.2M 6.31%
314,311
-45
2
$57.9M 4.99%
194,351
-1,152
3
$47.5M 4.09%
82,907
-329
4
$44.8M 3.86%
262,196
-3,752
5
$42M 3.62%
225,254
+982
6
$40.7M 3.5%
147,890
-664
7
$39.5M 3.4%
236,168
-1,057
8
$35.5M 3.06%
8,428
-15
9
$33.3M 2.87%
140,408
+114
10
$31.9M 2.74%
130,472
-1,614
11
$31.3M 2.7%
188,659
+961
12
$30.9M 2.66%
29,379
-106
13
$29.4M 2.53%
70,447
-784
14
$24.4M 2.1%
324,545
-2,106
15
$23.3M 2.01%
96,565
+156
16
$22.7M 1.96%
187,203
+395
17
$22.4M 1.93%
172,772
-34,568
18
$22.2M 1.91%
130,651
-190
19
$20.7M 1.78%
69,540
-9
20
$19.4M 1.67%
810,450
-35,934
21
$19.3M 1.66%
197,610
-2,107
22
$18.9M 1.62%
50,905
-98
23
$14.4M 1.24%
441,734
+4,216
24
$14.4M 1.24%
149,864
-459
25
$14.1M 1.21%
103,323
-7,829
1
2 3 4 5