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
$975M
AUM Growth
-$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.14M
3
+$1.01M
4
CSW
CSW Industrials
CSW
+$824K
5
BN icon
Brookfield
BN
+$601K

Top Sells

1
+$2.34M
2
+$1.24M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$996K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$977K

Sector Composition

1 Technology 17.72%
2 Healthcare 16%
3 Industrials 12.66%
4 Consumer Discretionary 12.34%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$88.4K 0.01%
2,544
252
$87.5K 0.01%
911
-43
253
$87.3K 0.01%
13,500
254
$86.6K 0.01%
650
255
$85.8K 0.01%
365
256
$85.2K 0.01%
705
-70
257
$84.9K 0.01%
2,760
258
$84.1K 0.01%
806
-3
259
$83.8K 0.01%
844
+75
260
$83.1K 0.01%
163
+40
261
$81.9K 0.01%
419
+1
262
$81.7K 0.01%
866
-200
263
$81.2K 0.01%
913
+290
264
$81K 0.01%
138
+16
265
$73.5K 0.01%
2,272
+1,600
266
$73.3K 0.01%
983
267
$72.2K 0.01%
3,207
268
$71.2K 0.01%
415
-80
269
$70.6K 0.01%
338
270
$69.4K 0.01%
1,193
271
$68.2K 0.01%
1,046
272
$66.4K 0.01%
1,775
273
$65.8K 0.01%
1,276
274
$64.8K 0.01%
865
+58
275
$64.8K 0.01%
856
9 10
11
12 13