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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$114K 0.01%
416
+51
227
$112K 0.01%
3,300
228
$111K 0.01%
1,362
-4
229
$110K 0.01%
884
230
$108K 0.01%
1,714
+7
231
$108K 0.01%
2,625
232
$108K 0.01%
987
233
$107K 0.01%
2,866
-11
234
$106K 0.01%
3,331
-274
235
$106K 0.01%
512
+3
236
$102K 0.01%
2,399
+39
237
$100K 0.01%
3,000
238
$98.5K 0.01%
500
239
$96.7K 0.01%
1,670
240
$96.3K 0.01%
275
241
$96.1K 0.01%
1,352
242
$95.9K 0.01%
376
243
$95.6K 0.01%
445
+111
244
$94.1K 0.01%
1,300
245
$93.8K 0.01%
1,525
-100
246
$93.1K 0.01%
930
-465
247
$92.3K 0.01%
900
248
$91.8K 0.01%
1,470
-230
249
$90.6K 0.01%
3,166
250
$89.3K 0.01%
+350
8 9
10
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