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
301
$50.6K 0.01%
+800
302
$50.5K 0.01%
331
+221
303
$50.2K 0.01%
109
-4
304
$49.6K 0.01%
226
305
$49.2K 0.01%
711
306
$48.6K 0.01%
+650
307
$48.1K ﹤0.01%
780
308
$47.7K ﹤0.01%
524
309
$46.8K ﹤0.01%
324
+97
310
$46.8K ﹤0.01%
765
311
$45.9K ﹤0.01%
670
312
$45.9K ﹤0.01%
1,129
313
$45.9K ﹤0.01%
806
314
$45.6K ﹤0.01%
104
+18
315
$45.4K ﹤0.01%
118
+11
316
$45.1K ﹤0.01%
+1,232
317
$45K ﹤0.01%
436
-25
318
$45K ﹤0.01%
457
+4
319
$44.9K ﹤0.01%
705
320
$44.7K ﹤0.01%
750
321
$44K ﹤0.01%
263
322
$43.5K ﹤0.01%
354
+300
323
$42.7K ﹤0.01%
190
+7
324
$42.6K ﹤0.01%
901
325
$42.1K ﹤0.01%
650
11 12
13
14 15