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
326
$41.1K ﹤0.01%
458
327
$41.1K ﹤0.01%
423
328
$40.7K ﹤0.01%
1,153
+51
329
$40.2K ﹤0.01%
92
330
$40.2K ﹤0.01%
78
-13
331
$40.2K ﹤0.01%
736
332
$40.1K ﹤0.01%
350
333
$39.5K ﹤0.01%
227
-11
334
$39.3K ﹤0.01%
114
-5
335
$38.6K ﹤0.01%
630
+75
336
$37.4K ﹤0.01%
702
+11
337
$37.1K ﹤0.01%
240
338
$37K ﹤0.01%
900
339
$36.3K ﹤0.01%
170
340
$36K ﹤0.01%
1,068
341
$35.6K ﹤0.01%
217
342
$35.5K ﹤0.01%
349
343
$35.3K ﹤0.01%
534
+119
344
$35.2K ﹤0.01%
532
345
$34.9K ﹤0.01%
321
346
$33.7K ﹤0.01%
+317
347
$33.4K ﹤0.01%
352
+240
348
$33K ﹤0.01%
934
+519
349
$32.9K ﹤0.01%
219
-11
350
$32.3K ﹤0.01%
6,500
12 13
14
15 16