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
351
$32K ﹤0.01%
2,000
352
$31.7K ﹤0.01%
526
353
$30.8K ﹤0.01%
50
354
$30.7K ﹤0.01%
795
355
$30.1K ﹤0.01%
511
356
$29.6K ﹤0.01%
560
357
$29.2K ﹤0.01%
571
-67
358
$29.1K ﹤0.01%
50
359
$29.1K ﹤0.01%
67
360
$29.1K ﹤0.01%
59
361
$28.9K ﹤0.01%
400
362
$28.6K ﹤0.01%
70
363
$28.6K ﹤0.01%
263
-12
364
$28K ﹤0.01%
61
-2
365
$27.9K ﹤0.01%
199
366
$27.4K ﹤0.01%
2,521
-139
367
$26.8K ﹤0.01%
1,000
368
$26.6K ﹤0.01%
3,000
369
$25.4K ﹤0.01%
404
+39
370
$25.2K ﹤0.01%
290
371
$24.7K ﹤0.01%
2,960
+2,307
372
$24.5K ﹤0.01%
1,100
+500
373
$24.3K ﹤0.01%
228
+192
374
$24K ﹤0.01%
880
375
$23.2K ﹤0.01%
1,141
13 14
15
16 17