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
301
$56.3K 0.01%
442
302
$56.2K 0.01%
1,472
-800
303
$55.7K 0.01%
658
+42
304
$55.5K 0.01%
567
-150
305
$55.4K 0.01%
765
306
$55.4K 0.01%
1,030
307
$54.3K 0.01%
1,232
308
$54.2K 0.01%
468
-113
309
$53.9K ﹤0.01%
780
310
$53.4K ﹤0.01%
1,129
311
$52.9K ﹤0.01%
772
-165
312
$52.8K ﹤0.01%
436
313
$52.7K ﹤0.01%
670
314
$51.1K ﹤0.01%
189
315
$50.8K ﹤0.01%
+691
316
$50.1K ﹤0.01%
462
+2
317
$48.4K ﹤0.01%
596
+119
318
$47.7K ﹤0.01%
424
-38
319
$46.6K ﹤0.01%
650
-100
320
$46K ﹤0.01%
2,000
321
$45.6K ﹤0.01%
217
322
$45.6K ﹤0.01%
84
323
$45.2K ﹤0.01%
217
324
$43.1K ﹤0.01%
901
325
$43K ﹤0.01%
321
11 12
13
14 15