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
$1.13B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$8.37M
2 +$2.55M
3 +$1.96M
4
AAPL icon
Apple
AAPL
+$1.68M
5
TMO icon
Thermo Fisher Scientific
TMO
+$856K

Sector Composition

1 Technology 19.03%
2 Healthcare 13.5%
3 Communication Services 11.6%
4 Industrials 11.31%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WY icon
326
Weyerhaeuser
WY
$17.2B
$46.8K ﹤0.01%
1,600
-1,600
CTAS icon
327
Cintas
CTAS
$76.7B
$45.6K ﹤0.01%
+222
HLT icon
328
Hilton Worldwide
HLT
$62.2B
$45.5K ﹤0.01%
200
TFC icon
329
Truist Financial
TFC
$56.5B
$45K ﹤0.01%
1,094
XLK icon
330
Technology Select Sector SPDR Fund
XLK
$96.5B
$44.8K ﹤0.01%
217
CMCSA icon
331
Comcast
CMCSA
$108B
$44.7K ﹤0.01%
1,212
-3,790
DOW icon
332
Dow Inc
DOW
$17.6B
$44.6K ﹤0.01%
1,276
XLY icon
333
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.4B
$44.2K ﹤0.01%
224
-184
IWM icon
334
iShares Russell 2000 ETF
IWM
$71.6B
$43.3K ﹤0.01%
217
HLN icon
335
Haleon
HLN
$41.2B
$42.7K ﹤0.01%
4,147
TTWO icon
336
Take-Two Interactive
TTWO
$47.1B
$42.3K ﹤0.01%
204
-42
VXF icon
337
Vanguard Extended Market ETF
VXF
$24.9B
$42.2K ﹤0.01%
245
NCLH icon
338
Norwegian Cruise Line
NCLH
$10.7B
$41.7K ﹤0.01%
2,200
KAI icon
339
Kadant
KAI
$3.43B
$41.4K ﹤0.01%
123
-123
FDS icon
340
Factset
FDS
$10.7B
$41.4K ﹤0.01%
91
XYZ
341
Block Inc
XYZ
$48.5B
$41.2K ﹤0.01%
759
-36
SEIC icon
342
SEI Investments
SEIC
$10B
$40.3K ﹤0.01%
519
MCK icon
343
McKesson
MCK
$99.7B
$39.1K ﹤0.01%
58
+3
JPST icon
344
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$38.6K ﹤0.01%
763
NVS icon
345
Novartis
NVS
$252B
$38.6K ﹤0.01%
346
BABA icon
346
Alibaba
BABA
$405B
$37.8K ﹤0.01%
286
CTVA icon
347
Corteva
CTVA
$43.2B
$35.9K ﹤0.01%
571
CPB icon
348
Campbell Soup
CPB
$9.21B
$35.9K ﹤0.01%
900
MET icon
349
MetLife
MET
$52.3B
$34.7K ﹤0.01%
432
+5
FAST icon
350
Fastenal
FAST
$49.2B
$34.1K ﹤0.01%
880