WTA
Washington Trust Advisors Portfolio holdings
AUM
$1.23B
1-Year Return
20.59%
This Quarter Return
+9.64%
1 Year Return
+20.59%
3 Year Return
+82.81%
5 Year Return
–
10 Year Return
–
AUM
$1.09B
AUM Growth
+$46.6M
(+4.5%)
Cap. Flow
-$35.8M
Cap. Flow
% of AUM
-3.28%
Top 10 Holdings %
Top 10 Hldgs %
37.4%
Holding
687
New
21
Increased
119
Reduced
192
Closed
27
Top Buys
| 1 |
Snowflake
SNOW
|
$7.18M |
| 2 |
Brookfield Renewable
BEPC
|
$2.4M |
| 3 |
Chewy
CHWY
|
$952K |
| 4 |
Alexandria Real Estate Equities
ARE
|
$559K |
| 5 |
Nike
NKE
|
$445K |
Top Sells
| 1 |
SPLK
Splunk Inc
SPLK
|
$11.7M |
| 2 |
Palo Alto Networks
PANW
|
$4.48M |
| 3 |
Apple
AAPL
|
$2.35M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$2.15M |
| 5 |
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% |
