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
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.4M
3
+$952K
4
ARE icon
Alexandria Real Estate Equities
ARE
+$559K
5
NKE icon
Nike
NKE
+$445K

Top Sells

1
+$11.7M
2
+$4.48M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.15M
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$102K 0.01%
2,651
-211
252
$102K 0.01%
376
+11
253
$101K 0.01%
13,500
254
$101K 0.01%
897
+46
255
$100K 0.01%
208
-81
256
$100K 0.01%
800
257
$98.4K 0.01%
2,000
258
$97.5K 0.01%
175
-422
259
$96.8K 0.01%
900
260
$93.5K 0.01%
930
261
$92.4K 0.01%
336
-2
262
$91.2K 0.01%
705
263
$87.6K 0.01%
321
-160
264
$85.4K 0.01%
415
265
$81.6K 0.01%
3,207
266
$80K 0.01%
701
267
$78.2K 0.01%
340
+1
268
$77.7K 0.01%
175
269
$75.4K 0.01%
983
270
$75.3K 0.01%
235
-13
271
$74.8K 0.01%
865
+4
272
$74.6K 0.01%
1,300
-500
273
$73.9K 0.01%
1,276
274
$72.8K 0.01%
1,725
-50
275
$71.3K 0.01%
694
9 10
11
12 13