WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.03M
3
+$607K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$556K

Top Sells

1
+$2.55M
2
+$1.05M
3
+$1.04M
4
AMTM
Amentum Holdings
AMTM
+$1.03M
5
UBER icon
Uber
UBER
+$974K

Sector Composition

1 Technology 20.09%
2 Industrials 12.77%
3 Communication Services 12.53%
4 Healthcare 12.1%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FICO icon
301
Fair Isaac
FICO
$41.3B
$64.3K 0.01%
35
-9
MDT icon
302
Medtronic
MDT
$123B
$64.2K 0.01%
736
+100
EXPD icon
303
Expeditors International
EXPD
$18.7B
$62.3K 0.01%
545
IMO icon
304
Imperial Oil
IMO
$49.3B
$62K 0.01%
780
DDD icon
305
3D Systems Corp
DDD
$282M
$61.8K 0.01%
40,105
-2,060
VYM icon
306
Vanguard High Dividend Yield ETF
VYM
$65.4B
$59.6K ﹤0.01%
447
L icon
307
Loews
L
$21.6B
$59.6K ﹤0.01%
650
ALNY icon
308
Alnylam Pharmaceuticals
ALNY
$60.4B
$59.3K ﹤0.01%
182
+7
MGEE icon
309
MGE Energy Inc
MGEE
$3.05B
$59.3K ﹤0.01%
670
TIP icon
310
iShares TIPS Bond ETF
TIP
$13.8B
$59K ﹤0.01%
536
IR icon
311
Ingersoll Rand
IR
$29.7B
$58.6K ﹤0.01%
705
AOA icon
312
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.63B
$57.1K ﹤0.01%
685
-6
DD icon
313
DuPont de Nemours
DD
$16.8B
$56K ﹤0.01%
816
-189
GSK icon
314
GSK
GSK
$95.1B
$55.9K ﹤0.01%
1,456
NEOG icon
315
Neogen
NEOG
$1.39B
$55.8K ﹤0.01%
11,673
-386
XLK icon
316
Technology Select Sector SPDR Fund
XLK
$95.1B
$55K ﹤0.01%
217
NVO icon
317
Novo Nordisk
NVO
$215B
$53.7K ﹤0.01%
778
HWM icon
318
Howmet Aerospace
HWM
$82B
$52.7K ﹤0.01%
283
-179
IWS icon
319
iShares Russell Mid-Cap Value ETF
IWS
$14B
$52.1K ﹤0.01%
394
-343
XYZ
320
Block Inc
XYZ
$37B
$51.6K ﹤0.01%
759
CTAS icon
321
Cintas
CTAS
$75.2B
$50.6K ﹤0.01%
227
+5
GATX icon
322
GATX Corp
GATX
$5.6B
$49.3K ﹤0.01%
321
XLY icon
323
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
$48.7K ﹤0.01%
224
GHC icon
324
Graham Holdings Company
GHC
$4.68B
$47.3K ﹤0.01%
50
VXF icon
325
Vanguard Extended Market ETF
VXF
$23.9B
$47.2K ﹤0.01%
245
11 12
13
14 15