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
$1.2B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$5.81M
3
+$3.4M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.61M

Top Sells

1
+$6.25M
2
+$1.36M
3
+$1.24M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
PWR icon
Quanta Services
PWR
+$1.07M

Sector Composition

1 Technology 19.09%
2 Healthcare 13.25%
3 Communication Services 12.74%
4 Industrials 12.57%
5 Consumer Discretionary 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$48.4K ﹤0.01%
100
+15
327
$48K ﹤0.01%
780
328
$47.9K ﹤0.01%
217
329
$47.9K ﹤0.01%
600
330
$47.7K ﹤0.01%
1,829
-93
331
$47.5K ﹤0.01%
828
+228
332
$47.5K ﹤0.01%
1,094
333
$47.2K ﹤0.01%
776
334
$47.1K ﹤0.01%
318
335
$46.5K ﹤0.01%
245
336
$46K ﹤0.01%
704
+34
337
$45.3K ﹤0.01%
246
338
$44.6K ﹤0.01%
518
-6
339
$44.2K ﹤0.01%
578
-101
340
$43.7K ﹤0.01%
91
341
$43.6K ﹤0.01%
50
342
$42.8K ﹤0.01%
519
-7
343
$42.8K ﹤0.01%
259
-145
344
$41.9K ﹤0.01%
473
+4
345
$41.9K ﹤0.01%
1,357
346
$40.5K ﹤0.01%
345
+273
347
$39.6K ﹤0.01%
4,147
+295
348
$38.4K ﹤0.01%
+763
349
$37.7K ﹤0.01%
900
350
$37.4K ﹤0.01%
934
12 13
14
15 16