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
$1.03B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$2.83M
3
+$2.35M
4
SPHR icon
Sphere Entertainment
SPHR
+$1.18M
5
UBER icon
Uber
UBER
+$568K

Top Sells

1
+$4.17M
2
+$2.31M
3
+$1.79M
4
NVDA icon
NVIDIA
NVDA
+$1.31M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.72%
3 Industrials 12.58%
4 Consumer Discretionary 12.22%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$36.6K ﹤0.01%
638
-404
327
$35.5K ﹤0.01%
555
-210
328
$35.2K ﹤0.01%
349
329
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458
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330
$34.8K ﹤0.01%
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-118
331
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332
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532
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333
$34.2K ﹤0.01%
170
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334
$34.1K ﹤0.01%
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335
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337
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338
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342
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344
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$31.4K ﹤0.01%
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346
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$30.7K ﹤0.01%
2,000
348
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400
349
$29.8K ﹤0.01%
3,000
350
$29.6K ﹤0.01%
444
+40
12 13
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