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
326
$42.9K ﹤0.01%
245
327
$42.7K ﹤0.01%
200
-19
328
$42.6K ﹤0.01%
420
-132
329
$41.8K ﹤0.01%
92
330
$41.3K ﹤0.01%
268
331
$40.9K ﹤0.01%
192
+15
332
$40K ﹤0.01%
900
333
$39.9K ﹤0.01%
240
-17
334
$39.4K ﹤0.01%
39
+27
335
$39.4K ﹤0.01%
69
-22
336
$39K ﹤0.01%
+1,022
337
$39K ﹤0.01%
1,000
338
$38.5K ﹤0.01%
589
-70
339
$38.4K ﹤0.01%
227
340
$38.4K ﹤0.01%
50
341
$38.1K ﹤0.01%
514
+110
342
$38.1K ﹤0.01%
6,500
343
$37.9K ﹤0.01%
200
344
$37.8K ﹤0.01%
526
345
$37.7K ﹤0.01%
193
346
$37.5K ﹤0.01%
150
-50
347
$37.4K ﹤0.01%
+205
348
$37.3K ﹤0.01%
1,076
+41
349
$37K ﹤0.01%
59
350
$36.4K ﹤0.01%
80
+10
12 13
14
15 16