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
326
$45.3K ﹤0.01%
702
+44
327
$44K ﹤0.01%
217
328
$43.8K ﹤0.01%
+250
329
$43.7K ﹤0.01%
740
+300
330
$43.6K ﹤0.01%
200
331
$42.5K ﹤0.01%
1,094
-2,072
332
$42.5K ﹤0.01%
1,000
333
$42.5K ﹤0.01%
321
334
$41.4K ﹤0.01%
245
335
$41.3K ﹤0.01%
2,200
+1,000
336
$41.2K ﹤0.01%
50
337
$41.1K ﹤0.01%
318
-150
338
$40.7K ﹤0.01%
900
339
$40.6K ﹤0.01%
921
-155
340
$39.8K ﹤0.01%
560
341
$39.6K ﹤0.01%
+168
342
$38.9K ﹤0.01%
233
+28
343
$38.6K ﹤0.01%
205
344
$37.6K ﹤0.01%
92
345
$37.5K ﹤0.01%
150
346
$37.4K ﹤0.01%
80
347
$36.9K ﹤0.01%
525
+11
348
$35.8K ﹤0.01%
61
-6
349
$35.8K ﹤0.01%
240
-1,350
350
$35K ﹤0.01%
50
12 13
14
15 16