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
301
$57K 0.01%
1,129
302
$56.1K 0.01%
896
-404
303
$56.1K 0.01%
1,456
304
$55K 0.01%
354
305
$55K 0.01%
1,030
306
$54.6K 0.01%
1,534
+62
307
$54.4K 0.01%
53
-10
308
$53.5K ﹤0.01%
391
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309
$53.5K ﹤0.01%
90
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310
$53.2K ﹤0.01%
780
311
$53.2K ﹤0.01%
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312
$53K ﹤0.01%
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313
$52.8K ﹤0.01%
769
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314
$51.7K ﹤0.01%
436
315
$51.7K ﹤0.01%
691
316
$50.7K ﹤0.01%
2,000
317
$50.6K ﹤0.01%
442
318
$50.4K ﹤0.01%
650
319
$50.2K ﹤0.01%
517
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320
$50.1K ﹤0.01%
670
321
$49.7K ﹤0.01%
466
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$49.6K ﹤0.01%
420
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323
$49.3K ﹤0.01%
776
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324
$49.1K ﹤0.01%
217
325
$48.5K ﹤0.01%
679
+83
11 12
13
14 15