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
276
$64.6K 0.01%
707
277
$63.8K 0.01%
445
278
$63.7K 0.01%
125
+3
279
$63.7K 0.01%
249
-15
280
$62.7K 0.01%
175
281
$61.9K 0.01%
694
282
$61.8K 0.01%
480
+297
283
$58.9K 0.01%
1,030
284
$58.3K 0.01%
333
+1
285
$57.6K 0.01%
1,550
-550
286
$57.5K 0.01%
2,100
287
$57.4K 0.01%
1,080
288
$55.8K 0.01%
400
289
$55.5K 0.01%
449
290
$55.2K 0.01%
1,046
+35
291
$55.1K 0.01%
459
292
$55.1K 0.01%
338
+13
293
$54.9K 0.01%
192
294
$53K 0.01%
442
+300
295
$52.8K 0.01%
+1,456
296
$52.5K 0.01%
820
+500
297
$52.1K 0.01%
1,922
298
$52K 0.01%
258
-8
299
$51.9K 0.01%
500
300
$50.7K 0.01%
726
-1,031
10 11
12
13 14