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
276
$72.2K 0.01%
400
277
$71.7K 0.01%
931
+159
278
$71.3K 0.01%
677
+57
279
$70.3K 0.01%
1,725
280
$69.5K 0.01%
342
+2
281
$68.7K 0.01%
550
282
$68.1K 0.01%
462
+2
283
$67.7K 0.01%
1,276
284
$67.5K 0.01%
694
285
$66.9K 0.01%
125
286
$66.9K 0.01%
1,179
-14
287
$66.4K 0.01%
1,368
+467
288
$65.5K 0.01%
171
-64
289
$64.6K 0.01%
915
-15
290
$64K 0.01%
705
291
$63.6K 0.01%
980
292
$63.6K 0.01%
863
293
$63.2K 0.01%
420
+14
294
$61.3K 0.01%
1,232
295
$61.1K 0.01%
750
296
$60.9K 0.01%
2,100
297
$60.6K 0.01%
124
+40
298
$59.8K 0.01%
800
299
$58.8K 0.01%
890
+154
300
$57.2K 0.01%
+38
10 11
12
13 14