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
276
$71.3K 0.01%
1,193
277
$70.9K 0.01%
400
278
$70.1K 0.01%
930
+105
279
$69.5K 0.01%
125
280
$67.3K 0.01%
524
281
$66.9K 0.01%
705
282
$66.9K 0.01%
550
-90
283
$66.7K 0.01%
460
284
$66.3K 0.01%
654
-38
285
$65.2K 0.01%
980
286
$64.2K 0.01%
876
287
$63.3K 0.01%
240
288
$62.6K 0.01%
800
289
$62.4K 0.01%
1,456
290
$62.3K 0.01%
620
-7
291
$61.3K 0.01%
63
-39
292
$61.3K 0.01%
2,100
293
$60.8K 0.01%
1,922
294
$59.8K 0.01%
711
295
$59K 0.01%
406
-43
296
$57.6K 0.01%
863
+57
297
$57.2K 0.01%
354
298
$56.8K 0.01%
736
299
$56.6K 0.01%
205
300
$56.6K 0.01%
750
10 11
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