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
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.87M
3
+$1.27M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.06M
5
ARM icon
Arm
ARM
+$818K

Top Sells

1
+$4.17M
2
+$3.28M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.26M
5
PWR icon
Quanta Services
PWR
+$1.86M

Sector Composition

1 Technology 19.32%
2 Healthcare 15.11%
3 Communication Services 13.17%
4 Industrials 12.04%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$134K 0.01%
1,500
227
$134K 0.01%
542
+30
228
$133K 0.01%
3,242
229
$132K 0.01%
3,699
-1,438
230
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231
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232
$125K 0.01%
905
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233
$122K 0.01%
409
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234
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235
$120K 0.01%
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236
$117K 0.01%
884
237
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261
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238
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239
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240
$113K 0.01%
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241
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242
$111K 0.01%
5,025
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243
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244
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500
245
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246
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650
247
$105K 0.01%
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248
$103K 0.01%
924
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249
$102K 0.01%
300
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250
$101K 0.01%
680
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10
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