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
ADSK icon
251
Autodesk
ADSK
$63.8B
$107K 0.01%
347
DFAE icon
252
Dimensional Emerging Core Equity Market ETF
DFAE
$7.09B
$107K 0.01%
3,696
-1,074
SPOT icon
253
Spotify
SPOT
$132B
$105K 0.01%
136
-30
WTW icon
254
Willis Towers Watson
WTW
$30.9B
$103K 0.01%
336
SHW icon
255
Sherwin-Williams
SHW
$82.8B
$101K 0.01%
293
DIM icon
256
WisdomTree International MidCap Dividend Fund
DIM
$161M
$98.8K 0.01%
1,312
AMD icon
257
Advanced Micro Devices
AMD
$411B
$96.1K 0.01%
677
-92
NOW icon
258
ServiceNow
NOW
$178B
$95K 0.01%
92
-19
DFAX icon
259
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.76B
$94.2K 0.01%
3,207
MUB icon
260
iShares National Muni Bond ETF
MUB
$40.2B
$94K 0.01%
900
VHT icon
261
Vanguard Health Care ETF
VHT
$16.9B
$93.4K 0.01%
376
PRF icon
262
Invesco FTSE RAFI US 1000 ETF
PRF
$8.72B
$92K 0.01%
2,177
TRV icon
263
Travelers Companies
TRV
$64.2B
$91.1K 0.01%
340
-5
UL icon
264
Unilever
UL
$146B
$90.3K 0.01%
1,476
+11
CSX icon
265
CSX Corp
CSX
$65.1B
$90.1K 0.01%
2,760
-487
EPD icon
266
Enterprise Products Partners
EPD
$69.9B
$89.9K 0.01%
2,900
NVS icon
267
Novartis
NVS
$252B
$89.8K 0.01%
742
+396
HLT icon
268
Hilton Worldwide
HLT
$62.7B
$89.8K 0.01%
337
+137
MINT icon
269
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$88.5K 0.01%
880
DLN icon
270
WisdomTree US LargeCap Dividend Fund
DLN
$5.43B
$88.3K 0.01%
1,075
-100
COP icon
271
ConocoPhillips
COP
$113B
$86.3K 0.01%
962
+265
EIX icon
272
Edison International
EIX
$22.6B
$86K 0.01%
1,667
IWR icon
273
iShares Russell Mid-Cap ETF
IWR
$44.2B
$85.6K 0.01%
931
-264
WDAY icon
274
Workday
WDAY
$62B
$82K 0.01%
342
-22
FCX icon
275
Freeport-McMoran
FCX
$58B
$78.9K 0.01%
1,821
-79
9 10
11
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