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
251
$100K 0.01%
376
252
$99.2K 0.01%
1,021
-393
253
$98.8K 0.01%
1,219
+508
254
$98K 0.01%
2,000
255
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256
$95.9K 0.01%
900
257
$93.6K 0.01%
930
258
$92.3K 0.01%
2,760
259
$91.5K 0.01%
350
260
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746
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261
$89.2K 0.01%
415
262
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263
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336
264
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2,231
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265
$83.8K 0.01%
175
266
$83.7K 0.01%
267
+27
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3,207
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269
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270
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988
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1,312
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272
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101
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273
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903
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274
$74.8K 0.01%
524
275
$74.4K 0.01%
699
+350
9 10
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12 13