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
$1.09B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
NVIDIA
NVDA
+$1.95M

Sector Composition

1 Technology 17.76%
2 Healthcare 16.03%
3 Industrials 13%
4 Communication Services 12.6%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$127K 0.01%
500
227
$125K 0.01%
5,000
228
$124K 0.01%
2,628
-216
229
$123K 0.01%
3,166
230
$123K 0.01%
884
231
$122K 0.01%
390
+220
232
$122K 0.01%
1,352
233
$121K 0.01%
3,242
234
$118K 0.01%
1,675
-39
235
$118K 0.01%
341
-35
236
$118K 0.01%
1,890
+2
237
$117K 0.01%
180
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238
$116K 0.01%
2,970
-48,989
239
$116K 0.01%
275
240
$115K 0.01%
938
241
$113K 0.01%
315
242
$110K 0.01%
1,525
243
$110K 0.01%
144
-344
244
$109K 0.01%
2,544
245
$109K 0.01%
1,300
246
$108K 0.01%
2,444
247
$107K 0.01%
419
248
$107K 0.01%
650
249
$104K 0.01%
350
250
$102K 0.01%
2,760
8 9
10
11 12