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
$1.41B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.12M
3
+$3.16M
4
VTV icon
Vanguard Value ETF
VTV
+$2.86M
5
DOCU icon
DocuSign
DOCU
+$2.66M

Top Sells

1
+$2.4M
2
+$2.37M
3
+$2.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.9M
5
JPM icon
JPMorgan Chase
JPM
+$1.42M

Sector Composition

1 Technology 15.13%
2 Healthcare 13.99%
3 Industrials 10.75%
4 Communication Services 9.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$185K 0.01%
3,259
-200
252
$184K 0.01%
1,725
253
$182K 0.01%
1,680
-92
254
$178K 0.01%
1,755
+34
255
$176K 0.01%
14,900
256
$175K 0.01%
1,110
257
$168K 0.01%
1,211
-32
258
$167K 0.01%
2,182
259
$167K 0.01%
483
+183
260
$166K 0.01%
3,750
261
$166K 0.01%
1,968
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262
$165K 0.01%
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263
$164K 0.01%
3,782
264
$164K 0.01%
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265
$163K 0.01%
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266
$163K 0.01%
2,009
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267
$161K 0.01%
15,500
268
$161K 0.01%
773
269
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270
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666
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271
$158K 0.01%
434
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272
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1,035
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273
$156K 0.01%
286
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274
$155K 0.01%
938
-2,445
275
$155K 0.01%
4,626
+147
9 10
11
12 13