WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.03M
3 +$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1 +$2.55M
2 +$1.05M
3 +$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHKP icon
226
Check Point Software Technologies
CHKP
$18.7B
$144K 0.01%
650
VRTX icon
227
Vertex Pharmaceuticals
VRTX
$117B
$144K 0.01%
323
+25
GLDM icon
228
SPDR Gold MiniShares Trust
GLDM
$29.8B
$143K 0.01%
2,184
+75
SRE icon
229
Sempra
SRE
$56.1B
$140K 0.01%
1,843
MS icon
230
Morgan Stanley
MS
$290B
$137K 0.01%
974
+119
UDR icon
231
UDR
UDR
$12.4B
$132K 0.01%
3,242
DTE icon
232
DTE Energy
DTE
$28.5B
$132K 0.01%
994
+30
JPST icon
233
JPMorgan Ultra-Short Income ETF
JPST
$36B
$131K 0.01%
2,586
+1,823
FISV
234
Fiserv Inc
FISV
$35.4B
$131K 0.01%
757
-228
AWK icon
235
American Water Works
AWK
$25.6B
$130K 0.01%
938
ED icon
236
Consolidated Edison
ED
$37.5B
$130K 0.01%
1,300
YUM icon
237
Yum! Brands
YUM
$42.9B
$130K 0.01%
879
SPYX icon
238
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.52B
$130K 0.01%
2,544
NSC icon
239
Norfolk Southern
NSC
$64.9B
$128K 0.01%
500
CL icon
240
Colgate-Palmolive
CL
$68.3B
$123K 0.01%
1,352
USMV icon
241
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$122K 0.01%
1,300
ELV icon
242
Elevance Health
ELV
$82.2B
$121K 0.01%
312
-15
CEF icon
243
Sprott Physical Gold and Silver Trust
CEF
$10.7B
$120K 0.01%
4,000
MRSH
244
Marsh
MRSH
$88B
$120K 0.01%
550
VPU icon
245
Vanguard Utilities ETF
VPU
$7.91B
$120K 0.01%
680
D icon
246
Dominion Energy
D
$52B
$113K 0.01%
2,000
CMI icon
247
Cummins
CMI
$80.3B
$112K 0.01%
343
CSWC icon
248
Capital Southwest
CSWC
$1.33B
$110K 0.01%
5,000
SNA icon
249
Snap-on
SNA
$19.3B
$109K 0.01%
350
KMB icon
250
Kimberly-Clark
KMB
$33.2B
$108K 0.01%
835